Lowrie
Sargent
Alterity Financial Group, LLC
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About this Advisor
Lowrie Sargent is a financial advisor working out of Bangor, Maine, who has 10 years of relevant experience. Sargent is currently employed by Alterity Financial Group, LLC. Throughout their career, Sargent has worked at Alterity Financial Group, LLC (Formerly Maine Asset Management) and Sargent Management. Sargent has a Series 65 license, which qualifies them as an investment advisor representative, and is approved to serve investors in Maine. Alterity Financial Group, LLC is a financial advisory firm that has its headquarters in Bangor, ME. The investment advisory business has offices in four locations and a total of eight financial advisors. It has $119 million in assets among its 523 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 523 client accounts, just 4% are associated with high-net-worth investors who have at least $1 million in investable assets. Alterity Financial Group, LLC has a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management usually are based on the type of financial services provided. Fees billed by Alterity Financial Group, LLC most likely include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alterity Financial Group, LLC Brokerage Details
$119,358,152
8
523
$228,218
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Lowrie Sargent Work History
Lowrie has been registered as a financial advisor for 10 years.*
Alterity Financial Group, LLC (Formerly Maine Asset Management)
Sargent Management
*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 Lowrie Sargent 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 Alterity Financial Group, LLC
Bangor, ME
Bangor, ME
Bangor, ME
Bangor, ME
Bangor, ME
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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