Philip Wayne Bodine
Investment adviser representative at Sowell Management
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- T&t Capital ManagementJun 2018 to now
- Sowell ManagementJan 2018 to now
- Sowell Management ServicesJan 2018 to now
- Kingsview Asset ManagementAug 2014 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 2423204
- Firm CRD
- 127145