Lowrie SargentCRD Number: 6164020
Current Firm: Alterity Financial Group, LLC
Lowrie Sargent (CRD# 6164020) is an Investment Advisor Representative working at Alterity Financial Group, LLC in Bangor, ME and has over 5 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Deighan Wealth Advisors
Rbc Capital Markets, LLC
|Alterity Financial Group, Llc (formerly Maine Asset Management)||Bangor, ME||Jan 2013 - Current||5|
|Sargent Management||Camden, ME||Oct 2012 - Current||5|
|Retired||Camden, ME||Oct 2011 - Oct 2012||1|
|Mccormick & Assoc||West Rockport, ME||Apr 2004 - Oct 2011||7|
|Rocky Coast Joinery||Camden, ME||Dec 1998 - Oct 2008||9|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2013|
Total Assets Under Management125MILLIONS
Total Number of Accounts219ACCOUNTS
Average Account Value$570,214
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, MA, ME, NH, VT
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