Mark Loweree, financial advisor Burbank CA

Mark Loweree

CRD Number: 1387490
Current Firm: Park Avenue Securities LLC

Mark Loweree (CRD# 1387490) is an Investment Advisor Representative working at Park Avenue Securities LLC in Burbank, CA and has over 23 years of experience in the finance industry.

Similar Advisors
Brandon Averill, financial advisor Burbank CA
Brandon L. Averill
CRD# 5781614
Awm Capital, LLC
Similar Advisors
John Defonso, financial advisor Burbank CA
John P. Defonso
CRD# 6406556
Aqua Capital Advisors
Similar Advisors
Marie Thomasson, financial advisor Burbank CA
Marie E. Thomasson
CRD# 6724246
Modern Assets, LLC
Professional Designations
Company Name Location Dates Years
Guardian Life Insurance Burbank, CA Mar 2018 - Current 6
Park Avenue Securities Burbank, CA Mar 2018 - Current 6
Guardian Life Insurance Co Of America Glendale, CA May 2014 - Feb 2018 3
Park Avenue Securities LLC Glendale, CA May 2014 - Feb 2018 3
Guardian Life Insurance Co Of America Los Angeles, CA Apr 2013 - May 2014 1
Park Avenue Securities LLC Los Angeles, CA Apr 2013 - May 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2006
S65 NASAA Investment Advisors Law Examination Mar 2001
Contact Info for Mark D. Loweree
Phone Number: 1-888-600-4667
Registered State(s):
  • CA
  • FL
  • NY
By the Numbers
  • Total Assets Under Management
    11,882
    MILLIONS
  • Total Number of Accounts
    62,811
    ACCOUNTS
  • Average Account Value
    $189,164
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
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Mark Loweree and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.