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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Sowell Management 3 weeks, 4 days Jan 2020 - Present
Crown Capital Securities, Lp 2 years, 3 months Sep 2017 - Dec 2019
Wfg Advisors, Lp 16 years, 10 months Apr 2003 - Present
Wfg Advisors, Lp 16 years, 10 months Apr 2003 - Present
Williams Financial Group 16 years, 10 months Apr 2003 - Present
Wfg Advisors, Lp 14 years, 5 months Apr 2003 - Sep 2017
Williams Financial Group 14 years, 5 months Apr 2003 - Sep 2017
Are You
Rhodolph Leslie Esmay Jr?
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Designations & Memberships

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Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jan 7, 2020
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jan 17, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Sowell Management Services

Last updated on Jan. 22, 2020
    • $2.0B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 9K
      Accounts
    • $207.2K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
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