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Randi Laura Gibbons

Sowell Management

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About Randi Laura Gibbons

Randi Gibbons is an investment advisor representative with Sowell Management. Randi is a registered investment advisor in Massachusetts. Randi has been in the financial services industry since 1997. Randi specializes in providing financial planning, portfolio management for individuals and selection of other advisors. Prior to joining Sowell Management, Randi was employed with AE Wealth Management LLC, Arbor Insurance - USA Wealth Group Inc., Southcoast Sports Consignment, Christmas Tree Shops and Sun Life Financial Distributors, Inc.

Firm Information

Randi Gibbons 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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Randi Gibbons’s Registration & Firm History

MA

11/01/2024 - Present

Sowell Management (Dartmouth MA)

MA

03/09/2007 - 01/30/2008

SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)

MA

02/02/2004 - 10/13/2006

WOODBURY FINANCIAL SERVICES, INC. (NEEDHAM MA)

DE

08/20/1997 - 12/17/2003

1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)

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Licenses & Designations

IA

Issued 02/05/2024

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 09/02/1997

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/09/2001

Series 24 - General Securities Principal Examination

BC

Issued 09/02/1999

Series 7 - General Securities Representative Examination

BC

Issued 08/19/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Randi Laura Gibbons.
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