BP
CFP
BP
CFP

Beau Justin Pollard

14 Years of Experience
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
97 advisors
Number of Clients
6,572 clients
Average Client Portfolio
$644K average
Assets Under Management
$4.2B

Fee Structure

Minimum Investment:$50K
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Location

5320 Northshore Drive, North Little Rock, AR, 72118

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Beau is the founder and wealth manager of Wayfinder Capital, LLC, providing financial advisory services since 2021. Wayfinder Capital uses Sowell Management as a registered other business name and DBA to market offered financial services.

Employment History
Current Registrations
Sowell Management
July 2021 - Present · 4 yrs 7 mos
Previous Registrations
Centerpiece Wealth Advisor
May 2018 - June 2021 · 3 yrs 1 mo
Charles Schwab & CO., INC.
July 2016 - May 2018 · 1 yr 10 mos
Charles Schwab & CO., INC.Broker
July 2016 - May 2018 · 1 yr 10 mos
Strategic Advisers, INC.
May 2012 - June 2016 · 4 yrs 1 mo
Fidelity Brokerage Services LLCBroker
August 2011 - June 2016 · 4 yrs 10 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.