Lucy SowersCRD 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 15 years of experience in the finance industry.
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
Mcmahon Financial Advisors, LLC
|Cco Investment Services Corp.||Mechanicsburg, PA||Jun 2012 - Current||5|
|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|
Total Assets Under Management27,379MILLIONS
Total Number of Accounts19,253ACCOUNTS
Average Account Value$1,422,068
- A percentage of assets under your management
- Selection of other advisers (including private fund managers)
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