linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Tonya Louise McKaughan

Sowell Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Tonya? Claim Your Profile

About Tonya Louise McKaughan

Tonya McKaughan is an investment advisor representative at Sowell Management. Tonya is a registered Investment Advisor in the state of Arkansas. Tonya has over 20 years of experience in the financial services industry. Tonya previously worked at Raymond James & Associates, Inc., Purshe Kaplan Sterling Investments, and Morgan Keegan & Company, Inc. Tonya is a graduate of the University of Arkansas and holds a Series 63, Series 65, Series 7, and SIE license. Tonya has experience in providing financial planning, portfolio management for individuals, and selection of other advisors.

Firm Information

Tonya McKaughan 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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Tonya McKaughan’s Registration & Firm History

AR

01/01/2025 - Present

Sowell Management (Rogers AR)

AR

05/13/2011 - 03/09/2023

RAYMOND JAMES & ASSOCIATES, INC. (ROGERS AR)

AR

09/29/2006 - 05/16/2011

PURSHE KAPLAN STERLING INVESTMENTS (ROGERS AR)

AR

06/28/2004 - 10/02/2006

MORGAN KEEGAN & COMPANY, INC. (FAYETTEVILLE AR)

TN

02/21/2003 - 11/17/2003

MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)

TN

11/25/1997 - 09/09/2002

MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)

MO

10/06/1997 - 11/20/1997

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

Not sure if Tonya Louise McKaughan is right for you?

Licenses & Designations

IA

Issued 12/30/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/24/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/03/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tonya Louise McKaughan.
Not sure if Tonya Louise McKaughan is right for you?