linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Howard Mark Ramsamugh

Lion Street Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Howard? Claim Your Profile

About Howard Mark Ramsamugh

Howard Ramsamugh is an investment advisor representative with Lion Street Advisors, LLC and Polaris Wealth Management, LLC. Howard has been in the financial services industry since 1996, and is registered in 6 states. He is also a registered investment advisor representative in Illinois. Howard offers a variety of financial services, including financial planning, pension consulting, and portfolio management.

Firm Information

Howard Ramsamugh is currently registered with Lion Street Advisors, LLC. Lion Street Advisors, LLC is an investment advisory firm based in Austin, TX, with over 141 investment advisor representatives and 126 licensed agents. The firm manages over $2.3 billion in assets for a diverse clientele, including individuals, high-net-worth individuals, pension and profit-sharing plans, and other investment advisors. Lion Street Advisors provides financial planning, pension consulting, portfolio management for individuals and businesses, selection of other advisors, and wrap fee program participation.
Lion Street Advisors, LLC

300 COLORADO

AUSTIN, TX 78701

$2.34B

Assets Under Management

Not reported

Total Clients

120

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Howard Ramsamugh’s Registration & Firm History

IL

07/27/2018 - Present

Lion Street Advisors, LLC (Flossmoor IL)

IL

05/19/2010 - 08/03/2018

FSC SECURITIES CORPORATION (FLOSSMOOR IL)

IL

04/07/2006 - 12/24/2008

AIG RETIREMENT ADVISORS, INC. (CHICAGO IL)

NJ

03/25/1996 - 04/10/2006

PRUCO SECURITIES, LLC. (NEWARK NJ)

Not sure if Howard Mark Ramsamugh is right for you?

Licenses & Designations

IA

Issued 02/26/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/04/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/22/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Howard Mark Ramsamugh.
Not sure if Howard Mark Ramsamugh is right for you?