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Financial ADVSR advisor directory · SEC adviser records

Sowell Management financial advisors in Granite Bay, CA

Every SEC-registered investment adviser representative at a Sowell Management office in Granite Bay, A to Z.

The short answer

3 registered advisors work at Sowell Management in Granite Bay, out of 109 at the firm nationwide; it ranks number 6 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Sowell Management advisors in Granite Bay, A to Z

Every Sowell Management advisor →

Sowell Management advisors in other cities

North Little Rock, AR 49Gig Harbor, WA 5Little Rock, AR 4Dallas, TX 2Dartmouth, MA 2Flagstaff, AZ 2Good Hope, GA 2Houston, TX 2Merritt Island, FL 2New York, NY 2Rogers, AR 2Shawnee, OK 2West Des Moines, IA 2Albuquerque, NM 1Camden, AR 1

Other firms in Granite Bay

All Granite Bay advisors →

LPL Financial LLC 7Edward Jones 6Parkshore Wealth Management 4Dynamic Wealth Strategies, LLC 3Kerux, LLC 3Spectrum Wealth Advisory Group, LLC 3

Questions

How many financial advisors does Sowell Management have in Granite Bay?

3 investment adviser representatives are registered at Sowell Management offices in Granite Bay, California, according to the SEC's Investment Adviser Public Disclosure records, out of 109 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Sowell Management one of the largest advisor employers in Granite Bay?

Sowell Management ranks number 6 in Granite Bay by registered advisors; LPL Financial LLC has the most, with 7.

How do I check a Sowell Management advisor in Granite Bay?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Sowell Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.