Mark Prowell, financial advisor Exton PA
93 score

Mark Prowell

CRD Number: 1781070
Current Firm: Prowell Financial Management, LLC

Mark Prowell (CRD# 1781070) is an Investment Advisor Representative working at Prowell Financial Management, LLC in Exton, PA and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Prowell Financial Management LLC Exton, PA Feb 2016 - Current < 1
Lincoln Investment Glenmoore, PA Jun 2012 - Feb 2016 3
Capital Analysts, Incorporated Wayne, PA Dec 1987 - Feb 2016 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1988
S66 NASAA Uniform Combined State Law Examination Dec 2015
Contact Info for Mark E. Prowell
Phone Number: 484-359-4057
Registered State(s):
  • DE
  • FL
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    20
    MILLIONS
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $940,657
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

DE, FL, NJ, PA

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

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