Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Taylor Bowlby is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Irving, TX. Mark has been in the industry for over 25 years and has a comprehensive understanding of the financial services landscape. Mark's experience and expertise allow him to offer a wide range of services, including financial planning, investment management, and retirement planning. Mark is committed to providing personalized advice and guidance to help clients achieve their financial goals. Mark is also an owner of MTB Planning Partners, LLC dba Concord Wealth Strategies, and M&E Consulting, LLC dba Concord Wealth Strategies.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
TX
03/02/2016 - Present
Raymond James Financial Services Advisors, Inc. (IRVING TX)
TX
04/02/2014 - 01/26/2016
LPL FINANCIAL LLC (IRVING TX)
VA
10/28/2013 - 02/07/2014
UNIFIED FINANCIAL SECURITIES, INC. (LYNCHBURG VA)
TX
10/20/2010 - 07/17/2013
PROEQUITIES, INC. (IRVING TX)
OH
06/01/2006 - 09/30/2010
OHIO NATIONAL EQUITIES, INC. (CINCINNATI OH)
NC
11/09/2004 - 05/22/2006
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
NY
05/24/2002 - 11/12/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
06/11/1997 - 06/24/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 7/2/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/12/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 4/12/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/9/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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