Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark William Fowler is a financial advisor with Raymond James Financial Services Advisors, Inc. in RICHARDSON, TX. Mark has been in the securities industry since July 2003. He is registered to provide investment advice in Arkansas, Florida, Kansas, Missouri, New Mexico, New York, North Carolina, Ohio, Texas and Virginia. He holds Series 7, 66 and SIE licenses. Mark has experience working with various financial institutions, including WFG INVESTMENTS, INC., CITIGROUP GLOBAL MARKETS INC., A. G. EDWARDS & SONS, INC., THE (WILSON) WILLIAMS FINANCIAL GROUP, AMERICAN EXPRESS FINANCIAL ADVISORS INC. and IDS LIFE INSURANCE COMPANY. Mark is also the owner of The Fowler Wealth Group, a support company.
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
07/10/2017 - Present
Raymond James Financial Services Advisors, Inc. (RICHARDSON TX)
TX
06/09/2009 - 06/19/2017
WFG INVESTMENTS, INC. (DALLAS TX)
TX
09/27/2007 - 06/04/2009
CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)
TX
09/13/2004 - 10/04/2007
A. G. EDWARDS & SONS, INC. (DALLAS TX)
TX
08/14/2003 - 08/09/2004
THE (WILSON) WILLIAMS FINANCIAL GROUP (DALLAS TX)
MN
04/28/2003 - 07/17/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/28/2003 - 07/17/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/14/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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