Mark Lowe, financial advisor Shrewsbury NJ
96 score

Mark Lowe

CRD Number: 1347596
Current Firm: Park Avenue Securities LLC

Mark Lowe (CRD# 1347596) is an Investment Advisor Representative working at Park Avenue Securities LLC in Shrewsbury, NJ and has over 20 years of experience in the finance industry. Mark Lowe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Guardian Life Insurance Co Of America Shrewsbury, NJ Feb 2010 - Current 6
Park Avenue Securities LLC Shrewsbury, NJ Feb 2010 - Current 6
International Planning Alliance Fairfield, NJ Dec 2008 - Current 8
Guardian Red Bank, NJ Dec 2008 - Feb 2010 1
Park Ave Securities Red Bank, NJ Dec 2008 - Feb 2010 1
First Montauk Securities Corp. Red Bank, NJ Oct 1998 - Dec 2008 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1996
S65 NASAA Investment Advisors Law Examination May 1999
Contact Info for Mark D. Lowe
Phone Number: 1-888-600-4667
Registered State(s):
  • FL
  • IL
  • NJ
  • MD
By the Numbers
  • Total Assets Under Management
    6,646
    MILLIONS
  • Total Number of Accounts
    39,311
    ACCOUNTS
  • Average Account Value
    $169,065
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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