Carrie Quraishi is a registered investment advisor at Sowell Management, based in Jonesboro, AR, with 12 years of industry experience. Carrie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 7 more. Their firm serves 6,624 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual fee generally varies up to 2.50% depending on the portfolio size, composition, services rendered, and the specific investment advisor representative. Fees are negotiable.
Fee Estimator
Location
2915 Browns Lane, Jonesboro, AR, 72401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Carrie is an owner/lawyer at Quraishi Law Firm PLLC since 2013, spending about 10-20% of her time on this activity. She is also an independent insurance agent since 2017, dedicating about 10-20% of her time to insurance product sales.
Employment History
Current Registrations
Sowell Management
Quraishi Wealth Management
Previous Registrations
Sofos Investments, INC.
Pollock Advisory Group INC
Raymond James Financial Services Advisors, INC
Wells Fargo Advisors, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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