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Financial ADVSR advisor directory · SEC adviser records

Sowell Management financial advisors in Texas

Every SEC-registered investment adviser representative at a Sowell Management office in Texas, by city and A to Z.

9 registered advisors work at Sowell Management in Texas, out of 103 nationwide; it's the firm's number 3 state by advisors, and the most are in Houston (4). 4 list the CFP designation and 0 are also registered broker representatives.

Sowell Management advisors by city in Texas

Every firm in Texas →

Houston 4Dallas 3Spring 1Sugar Land 1

Sowell Management advisors in Texas, A to Z

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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 9Washington 7Florida 4Arizona 3Illinois 3Oklahoma 3

Questions

How many Sowell Management financial advisors are in Texas?

9 investment adviser representatives are registered at Sowell Management offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 103 at the firm nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.

Where in Texas does Sowell Management have the most advisors?

Houston, with 4, then Dallas (3). Sowell Management has advisors in 4 cities in Texas.

How do I check a Sowell Management advisor in Texas?

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.