Mark Bowlby
Mark Bowlby is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Irving, TX, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
122 W. John Carpenter Fwy., Suite 405, Irving, TX, 75039
Get directionsHistory
Regulatory History (1)
Financial
September 2019Other Business Activities
Mark is an owner of Concord Wealth Strategies and MB&MB Consulting Group LLC, both involved in retirement, investment, and estate/wealth transfer planning. He dedicates minimal time to these businesses.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Unified Financial Securities, INC.Broker
Proequities, INC.Broker
Ohio National Equities, INC.Broker
AXA Distributors, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.