Lucy Sowers, financial advisor Pittsburgh PA
93 score

Lucy Sowers

CRD Number: 4514881
Current Firm: Citizens Securities, Inc.

Lucy Sowers (CRD# 4514881) is an Investment Advisor Representative working at Citizens Securities, Inc. in Pittsburgh, PA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Cco Investment Services Corp. Mechanicsburg, PA Jun 2012 - Current 4
Pnc Investments Hanover, PA May 2008 - Jun 2012 4
Susquehanna Wealth Strategies York, PA Oct 2007 - May 2008 < 1
Community Bank York, PA Jun 2002 - Oct 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
S65 NASAA Investment Advisors Law Examination Jun 2008
Contact Info for Lucy A. Sowers
Phone Number: 1-800-942-8300
Registered State(s):
  • CO
  • PA
By the Numbers
  • Total Assets Under Management
    27,379
    MILLIONS
  • Total Number of Accounts
    19,253
    ACCOUNTS
  • Average Account Value
    $1,422,068
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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