Richard
Sowers
Lifemark Securities Corp
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About this Advisor
Richard Sowers is a financial advisor who works out of Clearwater, Florida with 11 years of relevant experience. Sowers currently works for Lifemark Securities Corp. During their career, Sowers has held roles at Lifemark Securities Corp and Vip Capital, Inc. Sowers holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Florida and Georgia. Lifemark Securities Corp is a registered investment business based in Rochester, NY. It has offices in 66 locations and a total of 70 financial advisors. It oversees $256 million in assets across its 1,963 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The company has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees usually are based on which service is provided. However, fees billed by Lifemark Securities Corp typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lifemark Securities Corp Brokerage Details
$256,337,850
70
1,963
$130,585
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Richard Sowers Work History
Richard has been registered as a financial advisor for 11 years.*
Vip Capital, Inc
Lifemark Securities Corp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Richard Sowers to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lifemark Securities Corp
Pearl River, NY
North Canton, OH
Rochester, NY
Littleton, CO
New York, NY
Ocala, FL
Rochester, NY
Pearl River, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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