Financial ADVSR advisor directory · SEC adviser records
Sowell Management financial advisors in Arizona
Every SEC-registered investment adviser representative at a Sowell Management office in Arizona, by city and A to Z.
3 registered advisors work at Sowell Management in Arizona, out of 103 nationwide; it's the firm's number 6 state by advisors, and the most are in Flagstaff (2). 3 list the CFP designation and 0 are also registered broker representatives.
Sowell Management advisors by city in Arizona
Every firm in Arizona →Sowell Management advisors in Arizona, A to Z
Search by name →- Colin J. HughesFlagstaff · Certified Financial Planner
- Kaitlyn M. LaneyScottsdale · Certified Financial Planner
- Matthew T. McMahonFlagstaff · Certified Financial Planner
Sowell Management advisors in every state →Sowell Management: assets, clients and custodians →Advisor Moves: who changed firms this week →
Sowell Management in other states
Arkansas 51California 9Texas 9Washington 7Florida 4Illinois 3Oklahoma 3
Questions
How many Sowell Management financial advisors are in Arizona?
3 investment adviser representatives are registered at Sowell Management offices in Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 103 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Where in Arizona does Sowell Management have the most advisors?
Flagstaff, with 2, then Scottsdale (1). Sowell Management has advisors in 2 cities in Arizona.
How do I check a Sowell Management advisor in Arizona?
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.