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Marilyn Laux Evans

Sowell Management

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About Marilyn Laux Evans

Marilyn Laux Evans has been in the financial services industry since 1987. Marilyn is a Registered Representative and Investment Advisor Representative with Sowell Management. She is a Certified Financial Planner® and has held prior positions with WFG Investments, Inc., VALIC Financial Advisors, Inc. and The Variable Annuity Marketing Company. Marilyn's experience covers a broad range of financial services, including portfolio management for individuals and businesses, financial planning and selection of other advisors. Marilyn is registered with the state of New Mexico and holds the Series 6, 7, 26, 63 and SIE licenses.

Firm Information

Marilyn Evans is currently registered with Sowell Management. Sowell Management is an independent wealth management firm with a focus on providing customized financial planning and investment management services to individuals, families, and businesses. The firm has a strong track record of success in helping clients achieve their financial goals. Sowell Management is headquartered in NORTH LITTLE ROCK, AR and manages over $3.3 billion in assets for over 13,000 clients.
Sowell Management

5320 NORTHSHORE DRIVE

NORTH LITTLE ROCK, AR 72118

$3.33B

Assets Under Management

Not reported

Total Clients

90

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Marilyn Evans’s Registration & Firm History

NM

09/11/2017 - Present

Sowell Management (Albuquerque NM)

NM

03/29/2010 - 08/29/2017

WFG INVESTMENTS, INC. (ALBUQUERQUE NM)

NM

01/11/1999 - 04/14/2010

VALIC FINANCIAL ADVISORS, INC. (ALBUQUERQUE NM)

TX

03/10/1987 - 12/31/2001

THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)

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Licenses & Designations

BC

Issued 12/03/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/08/1998

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/26/2011

Series 7 - General Securities Representative Examination

BC

Issued 03/09/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marilyn Laux Evans.
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