BR

Brian Ritchie Randall

22 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
13 advisors
Number of Clients
2,034 clients
Average Client Portfolio
$351K average
Assets Under Management
$713.5M

Fee Structure

This brochure supplement provides information about Martin Edward Paul. Refer to the Lighthouse Wealth Strategies Brochure for fee information.

Areas of Practice
Investment Management
Loading...

Advisor Information

Office location

5320 Northshore Drive, North Little Rock, AR, 72118

Get directions
Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2002
Settled
Customer Dispute
April 2001
Settled
Customer Dispute
September 1999
Settled
Customer Dispute
April 1993
Settled
Other Business Activities

Brian is a partner in Sukai, LLC, related to yacht ownership, requiring minimal time. He is also a board member of Ark Institute for Learning, a non-profit school, dedicating minimal time and spends nearly full-time providing investment advisory services through Sowell Management Services.

Employment History
Current Registrations
Lighthouse Wealth Strategies, LLC
December 2023 - Present · 2 yrs 1 mo
Sowell Management
March 2021 - Present · 4 yrs 10 mos
Previous Registrations
Northwest Asset Management
February 2014 - March 2021 · 7 yrs 1 mo
RBC Capital Markets, LLC
May 2006 - February 2014 · 7 yrs 9 mos
Wells Fargo Investments, LLC
May 2003 - June 2006 · 3 yrs 1 mo
State Registrations2 states
CAWA
Advisor
Exams
No exam information available for this advisor.
Brian Ritchie Randall - Financial Advisor | AdvisorDiscover