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Mark Fishlowitz

23 Years of Experience
Irvine, CA
BrokerSells Insurance

Mark Fishlowitz is a registered investment advisor, based in Irvine, CA, with 23 years of industry experience.

Location

9870 Research Drive, Irvine, CA, 92618

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Mark is an independent insurance agent for various independent insurance companies, dedicating about 10-20% of his time to this. He also volunteers with the Ventura County Sheriff Department and works as an IAR.

Employment History
Current Registrations
Cambridge Investment Research, INC.
December 2024 - Present · 1 yr 5 mos
Cambridge Investment Research, INC.Broker
December 2024 - Present · 1 yr 5 mos
Cooper Mcmanus
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Edward Jones
February 2007 - December 2024 · 17 yrs 10 mos
Edward JonesBroker
January 2003 - December 2024 · 21 yrs 11 mos
State Registrations12 states
ALAZCACOFLMNNVNYORPATXWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Mark Fishlowitz - Financial Advisor | TrueAdvisor