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Marty Edward Paul

Sowell Management

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About Marty Edward Paul

Marty Edward Paul is a financial advisor with over 25 years of experience in the industry. Marty is currently registered with Sowell Management and Lighthouse Wealth Strategies, LLC. Marty is a registered Investment Advisor in Washington, Texas, Arizona, California, Colorado, and Idaho. Marty has a diverse background in the financial industry, having worked with a number of firms, including RBC Capital Markets, LLC and Dain Rauscher Incorporated. Marty has a wide range of experience in various aspects of financial advising. Marty provides advisory services including financial planning and portfolio management for individuals. Marty is passionate about helping individuals and families achieve their financial goals.

Firm Information

Marty Paul 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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Marty Paul’s Registration & Firm History

WA

12/08/2016 - Present

Sowell Management (Gig Harbor WA)

WA

03/02/1998 - 03/28/2011

RBC CAPITAL MARKETS, LLC (GIG HARBOR WA)

NA

11/22/1994 - 03/02/1998

DAIN RAUSCHER INCORPORATED

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Licenses & Designations

IA

Issued 11/10/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/12/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/22/1997

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/05/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Marty Edward Paul. Review regulatory record here.
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