Ramie Khalil
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
Huntington Beach, CA
Credentials
Series 65
Industry experience
7 years
About
Ramie Khalil is a financial advisor at Sowell Management with seven years of industry experience. He holds a Series 65 designation and has worked at Sowell Management since 2020. Prior to this, he was associated with Solera Asset Managers and has been involved with Fortress Financial since 2016, where he also conducts financial literacy and educational workshops related to insurance and fixed annuities. Sowell Management serves a diverse client base including individuals, retirement plans, corporations, and institutions, offering portfolio management, financial planning, and advisory services through a platform that supports independent investment adviser representatives and utilizes model portfolios and third-party managers.
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
Huntington Beach, CA
Most active in
Ramie K has reported serving >5 clients in these states in the last 12 months.
Arkansas · California
Work history
Sowell Management
2020 - Present (6 years)
Solera Asset Managers
2019 - 2020 (1 year)
Fortress Financial
2016 - Present (10 years)
SELF EMPLOYED
2014 - Present (12 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.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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.
Will H
CFP®
Little Rock, AR
Sound Capital
Will founded Sound Capital in 2019, after more than 7 years in the wealth management industry. Prior to launching Sound Capital, he spent one year advising military families at the Little Rock Air Force Base and 6 years working as a Financial Consultant at Stephens Inc. He earned a Bachelor of Science in Finance and General Business from the University of Arkansas in Fayetteville and his Master of Business Administration from the University of Arkansas in Little Rock. He holds the designation of Certified Financial Planner (CFP®). Will is an Arkansas native who enjoys spending time with his wife, Liz, and their daughters, Finley and Jemma. You can typically find Will at the zoo, Museum of Discovery, or a park with his family. He enjoys going out to eat, watching movies, and traveling on those rare occasions away from his kids. “I enjoy working with people and trying to make their lives better. I want my clients to know that they are an extension of my family. I am grateful that they have asked me to grow with them, not only financially but personally and professionally. ”
Eric S
Series 66
Little Rock, AR
Stoffel Financial Advisor's, LLC
Robert B
Series 63, Series 65
Little Rock, AR
Brown & Associates
Roy S
CFP®, Series 63, Series 66
Little Rock, AR
Crosscurrent Wealthmanagement, LLC
Elijah C
Series 63, Series 65
Little Rock, AR
Valuepoint Partners, Inc.
Matthew W
Series 63, Series 65
Little Rock, AR
White McGowan
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