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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wilford? Claim Your ProfileWilford Robert Taylor is a financial advisor with Sowell Management, a firm headquartered in North Little Rock, AR. Wilford is registered with the state of Arkansas and has a long history of experience in the financial services industry. Wilford was previously associated with Raymond James & Associates, Inc., PURSHE KAPLAN STERLING INVESTMENTS, MORGAN KEEGAN & COMPANY, INC., A. G. EDWARDS & SONS, INC., EDWARD D. JONES & CO., L.P., and NEW YORK LIFE VARIABLE CONTRACTS CORPORATION. Sowell Management is a firm that provides a variety of financial planning and portfolio management services to individuals, businesses, and institutions.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
AR
01/06/2024 - Present
Sowell Management (NORTH LITTLE ROCK AR)
AR
06/02/2011 - 03/03/2023
RAYMOND JAMES & ASSOCIATES, INC. (ROGERS AR)
AR
09/29/2006 - 05/16/2011
PURSHE KAPLAN STERLING INVESTMENTS (ROGERS AR)
AR
11/28/1997 - 10/02/2006
MORGAN KEEGAN & COMPANY, INC. (ROGERS AR)
MO
05/22/1978 - 11/26/1997
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
10/20/1972 - 06/15/1978
EDWARD D. JONES & CO., L.P.
NA
09/17/1971 - 09/24/1972
NEW YORK LIFE VARIABLE CONTRACTS CORPORATION
BC
Issued 07/31/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/1980
Series 4 - Registered Options Principal Examination
BC
Issued 12/19/1978
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 09/06/1977
PC - AMEX Put and Call Exam
BC
Issued 10/06/1972
Series 1 - Registered Representative Examination
Active
Inactive
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