Invested Better
Unclaimed

Unclaimed

Unclaimed

Mark William Flower

Capital Group Private Client Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Mark? Claim Your Profile

About Mark William Flower

Mark William Flower is a financial advisor who has been working in the industry since 1994. Mark is currently registered with Capital Group Private Client Services, Inc. and has been with the firm since July 2021. Mark has previously worked at UBS Paine Webber Inc., Olde Discount Corporation and Wells Fargo Investments, LLC. Mark holds the Series 63, Series 65, Series 7, Series 8, Series 9, Series 10 and SIE licenses. Mark specializes in providing financial advice to corporations, charitable organizations, high net worth individuals, pooled investment vehicles, pension and profit sharing plans and other investment advisors.

Firm Information

Mark Flower is currently registered with Capital Group Private Client Services, Inc.. Capital Group Private Client Services, Inc. is an investment advisor headquartered in LOS ANGELES, CA. They manage over $38 billion in assets, primarily for high-net-worth individuals and charitable organizations. The firm also provides portfolio management for pooled investment vehicles, corporations, and pension plans.
Capital Group Private Client Services, Inc.

333 SOUTH HOPE STREET

LOS ANGELES, CA 90071

$38.34B

Assets Under Management

Not reported

Total Clients

51

Total Financial Advisors

Services Offered

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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Mark Flower’s Registration & Firm History

CA

07/01/2021 - Present

Capital Group Private Client Services, Inc. (LOS ANGELES CA)

CA

01/03/2011 - 03/30/2021

WELLS FARGO CLEARING SERVICES, LLC (WALNUT CREEK CA)

CA

09/25/2002 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (WALNUT CREEK CA)

NJ

09/20/1996 - 10/01/2002

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

MI

06/29/1994 - 10/09/1996

OLDE DISCOUNT CORPORATION (DETROIT MI)

Not sure if Mark William Flower is right for you?

Licenses & Designations

IA

Issued 08/16/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/28/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 12/14/1995

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/28/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Mark William Flower. Review regulatory record here.
Not sure if Mark William Flower is right for you?