Randi Laura Gibbons
Advisor at Sowell Management — Dartmouth, MA
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.
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.
Credentials
Series 66, Series 65
Experience Industry experience
5 years
Location
Dartmouth, MA 02747
Sowell Management
Multi-team
Randi Gibbons is a financial advisor with Sowell Management holding Series 65 and Series 66 licenses and five years of industry experience. Her prior work includes positions at AE Wealth Management LLC and Arbor Insurance - USA Wealth Group Inc. She also has experience in retail and sports consignment businesses. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers model portfolios, third-party manager selection, and unified managed account solutions through various platforms.
Based on Sowell Management
Based on Sowell Management
Fixed fees for financial planning up to $10,000.
Up to 2.5% per annum, varies depending on portfolio size, composition, services, and IAR discretion
Insurance commissions may be earned by supervised persons and can exceed advisory fees; also commissions from broker-dealer activities for certain IARs.
Hourly financial planning and consulting fees from $150 to $500 per hour.
Subscription Self-Directed Financial Planning Tools and Assistance charged between $50 to $200 per month, negotiable.
Account minimum: $50,000 Minimum fee: Minimum quarterly fee of $25 per household, which may cause effective fee rates to be higher for smaller accounts. Fee-only: Financial planning and consulting fees up to $10,000 fixed, and hourly fees from $150 to $500 depending on scope and professional.
Dartmouth, MA
84 Faunce Corner Rd
Dartmouth MA 02747
Advisors at this office
3
Massachusetts
5 years of industry experience
Sowell Management
2024 - Present • 2 years
Dartmouth, MA
AE Wealth Management LLC
2024 - 2024 • 1 year
Topeka, KS
Arbor Insurance - USA Wealth Group Inc.
2021 - 2024 • 3 years
Dartmouth, MA
Unemployed
2020 - 2021 • 1 year
East Wareham, MA
Southcoast Sports Consignment
2019 - 2020 • 1 year
East Wareham, MA
Christmas Tree Shops
2017 - 2019 • 2 years
Sagamore, MA
Disability
2007 - 2017 • 10 years
Sagamore, MA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")