Marilyn Evans
Advisor at Sowell Management
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Sowell Management
Location
Albuquerque, NM 87110
Credentials
CFP®, Series 63
Industry experience
39 years
About
Marilyn Evans is a CFP® with 39 years of industry experience, currently serving as an investment adviser representative at Sowell Management. She has held positions at Veritas Independent Partners and WFG Investments Inc. Additionally, she is the managing member of LAUX EVANS AND ASSOCIATES, LLC, a business involved in insurance sales and business management, and is also a notary public. Sowell Management provides investment advisory and related services to a diverse client base, including individuals, retirement plans, corporations, and institutions. The firm operates through an independent contractor model, offering portfolio management, financial planning, and business support services while utilizing model portfolios and third-party managers to implement investment strategies.
Client services
Based on Sowell Management
Financial planning
Portfolio management
Selection of other advisers
Expertise
Based on Sowell Management
Income planning
Wealth management
Tax strategies for small businesses
Fee options
Fixed fees for financial planning up to $10,000; subscription fees generally $50 to $200 per month for self-directed planning tools
Commissions may be earned by certain registered representatives for securities and insurance products; commissions may exceed advisory fees
Hourly fees for consulting from $150 to $500, depending on complexity and professional
Subscription self-directed financial planning tools generally $50 to $200 per month
Account minimum: $50,000 Minimum fee: Minimum quarterly fee of $25 per household Fee-only: Fixed fees up to $10,000 for financial planning; hourly fees $150 to $500 for consulting
Location
6565 Americas Parkway Ne, Suite 200
Albuquerque, NM 87110
Most active in
Marilyn E has reported serving >5 clients in these states in the last 12 months.
New Mexico · Texas
Work history
Veritas Independent Partners
2017 - Present (9 years)
Sowell Management Services
2017 - Present (9 years)
WFG Investments Inc
2010 - 2017 (7 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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