Unclaimed
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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
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)
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
Active
Inactive
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