Edward Raymond Foraker

Employer firm

Sowell Management CRD 127145

$4.81B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/1971 → Present
  Cbm Gas Company Llc
  Dewey, OK
• 07/2002 → 09/2017
  Williams Financial Group
  Scottsdale, AZ
• 04/2003 → 09/2017
  Wfg Advisors, Lp
  Scottsdale, AZ
• 08/2017 → 12/2019
  Clarus Wealth Advisors, Llc
  Peoria, AZ
• 03/2020 → Present
  Sowell Management
  North Little Rock, AR

Previous Registrations

• 2017-08-16 → 2019-12-31
  Clarus Wealth Advisors, Llc
  Sanger, CA
  Peoria, AZ
• 2003-05-08 → 2017-09-21
  Wfg Advisors, Lp
  Scottsdale, AZ
  Sanger, CA
• 2003-03-14 → 2006-11-14
  Wfg Investments, Inc.
  Scottsdale, AZ
  Paradise, AZ
  Scottsdale, AZ
  Sanger, CA

Other Businesses

1.CBM GAS CO, LLC, INVESTMENT RELATED, 1920 N PIEDRA RD, SANGER, CA 93651, OIL & GAS PRODUCTION/LEASE OPERATORS, OWNER/MANAGING MEMBER, START DATE 2003, 40 HRS/MTH, 20 HRS/MTH DURING TRADING HOURS, MANAGE BUSINESS 2.OKAN GAS CO, LLC, INVESTMENT RELATED, 1920 N PIEDRA RD, SANGER, CA 93651, OIL & GAS PRODUCTION/LEASE OPERATORS, OWNER, START DATE 1974, 40 HRS/MTH, 20 HRS/MTH DURING TRADING HOURS, MANAGE BUSINESS

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-02-11
• S63 Uniform Securities Agent State Law Examination
  1994-01-07