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Philip Wayne Bodine

Sowell Management

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About Philip Wayne Bodine

Philip Wayne Bodine is a registered investment advisor with Sowell Management, based in Granite Bay, California. Philip Wayne Bodine has over 20 years of experience in the financial services industry. Previously, Philip Wayne Bodine was registered with Securities America, Inc. and Cambridge Investment Research, Inc. Philip Wayne Bodine holds Series 6, 63 and 65 securities licenses and is licensed to sell securities in California and Texas. Philip Wayne Bodine provides financial planning services to individuals, high net worth individuals, corporations, and other businesses, pension and profit-sharing plans, and charitable organizations.

Firm Information

Philip Bodine 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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Philip Bodine’s Registration & Firm History

CA

01/12/2018 - Present

Sowell Management (Granite Bay CA)

CA

08/02/2010 - 08/19/2014

SECURITIES AMERICA, INC. (GRANITE BAY CA)

IN

05/28/2008 - 08/20/2010

CAMBRIDGE INVESTMENT RESEARCH, INC. (FORT WAYNE IN)

IN

12/21/1993 - 03/10/2008

THE O.N. EQUITY SALES COMPANY (FORT WAYNE IN)

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Licenses & Designations

IA

Issued 09/03/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/24/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/20/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Philip Wayne Bodine.
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