linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

William Chesley Sowell

Sowell Management

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

About William Chesley Sowell

William Chesley Sowell is a financial advisor registered with Sowell Management. William Chesley Sowell is a financial professional with over 30 years of experience in the financial services industry. William Chesley Sowell provides financial advice to individuals, businesses, charitable organizations, and pension and profit-sharing plans. William Chesley Sowell is also registered with the states of Arkansas and Texas. William Chesley Sowell is committed to providing his clients with the highest level of service and expertise.

Firm Information

William Sowell 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.

William Sowell’s Registration & Firm History

AR

01/26/2010 - Present

Sowell Management (NORTH LITTLE ROCK AR)

AR

05/30/2008 - 12/31/2008

FIRST ALLIED SECURITIES, INC. (NORTH LITTLE ROCK AR)

AR

07/25/1995 - 05/30/2008

FFP SECURITIES, INC. (NORTH LITTLE ROCK AR)

MN

06/10/1991 - 07/05/1995

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

06/10/1991 - 07/05/1995

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

Not sure if William Chesley Sowell is right for you?

Licenses & Designations

BOTH

Issued 05/18/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/27/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/20/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 02/02/1999

Series 24 - General Securities Principal Examination

BC

Issued 06/07/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for William Chesley Sowell. Review regulatory record here.
Not sure if William Chesley Sowell is right for you?