Daniel Eugene Rivers
Investment adviser representative at Sowell Management
23 yearsExperience
1 stateRegistered in
$4.8BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Sowell ManagementAug 2024 to now
- Osaic Wealth, Inc.Aug 2024 to Aug 2024
- Triad AdvisorsJul 2023 to Aug 2024
- Gallagher Fiduciary Advisors, LLCJun 2023 to Aug 2024
- Independent Financial GroupNov 2019 to Jul 2023
- F3 Logic, LLCNov 2019 to May 2023
- Wells Fargo Advisors Financial Network LLCJun 2001 to Nov 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1986
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (AR).
Sowell Management
Legal name: Sowell Financial Services, LLC
$4.8BAssets managed
6,624Clients
102Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1441672
- Firm CRD
- 127145