Patrick Randell Norfleet
Investment adviser representative at Sowell Management
10 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
10 years in the industry.
- Sowell ManagementFeb 2023 to now
- Weaver and Tidwell, L.L.P.Feb 2023 to now
- Weaver Capital Advisors, L.L.C.Feb 2023 to now
- Weaver Family Office Services, L.L.C.Feb 2023 to now
- Edward JonesAug 2018 to Feb 2023
- Wells Fargo Clearing Services LLCNov 2016 to Aug 2018
- Wells Fargo Advisors LLCAug 2016 to Nov 2016
- UberJun 2016 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (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
- 5288870
- Firm CRD
- 127145