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Tilden Lester Sowdon

Lifepro Asset Management

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About Tilden Lester Sowdon

Tilden Lester Sowdon is an investment advisor representative for Lifepro Asset Management, based in Longwood, FL. Tilden is a licensed professional with a background in financial services, spanning over two decades. Prior to joining Lifepro Asset Management, Tilden worked at GWN SECURITIES INC. and THE O.N. EQUITY SALES COMPANY. Tilden specializes in providing financial planning and portfolio management for individuals and businesses.

Firm Information

Tilden Sowdon is currently registered with Lifepro Asset Management. Lifepro Asset Management is a financial advisor based in SAN DIEGO, CA. They provide a variety of services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. They manage over $311 million in assets for individuals, high-net-worth individuals, and charitable organizations.
Lifepro Asset Management

11512 EL CAMINO REAL

SAN DIEGO, CA 92130

$311.33M

Assets Under Management

78

Total Clients

41

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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

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

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percentage of assets

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

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Tilden Sowdon’s Registration & Firm History

FL

05/16/2023 - Present

Lifepro Asset Management (Longwood FL)

FL

03/19/2018 - 05/04/2023

GWN SECURITIES INC. (LONGWOOD FL)

FL

02/09/2012 - 03/28/2018

THE O.N. EQUITY SALES COMPANY (LONGWOOD FL)

FL

11/29/2007 - 02/10/2012

BROOKSTONE SECURITIES, INC. (ORLANDO FL)

FL

07/18/2007 - 11/27/2007

MULTI-FINANCIAL SECURITIES CORPORATION (ORLANDO FL)

FL

12/06/2000 - 07/18/2007

LEGACY FINANCIAL SERVICES, INC. (ORLANDO FL)

AL

06/20/2000 - 11/30/2000

PROEQUITIES, INC. (BIRMINGHAM AL)

FL

03/22/2000 - 06/13/2000

1ST DISCOUNT BROKERAGE, INC. (LAKE WORTH FL)

IA

07/21/1999 - 03/01/2000

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

NY

09/08/1995 - 10/16/1997

MONY SECURITIES CORP. (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/29/2005

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/18/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/07/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tilden Lester Sowdon.
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