Mark
Loewen
Phillips And Company Advisors LLC
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About this Advisor
Mark Loewen is a financial advisor who works out of Portland, Oregon who has 10 years of relevant experience. Loewen is an advisor for Phillips And Company Advisors LLC. They have spent their complete career at Phillips And Company Advisors Llc. Loewen maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Indiana and Oregon. Phillips And Company Advisors LLC is a registered investment company operating out of Portland, OR. It controls $1 billion in assets across its 1,211 accounts, making it one of the larger financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 10 charities and foundations. Of its 1,211 client accounts, just 5% are held by high-net-worth individuals who have more than $1 million in assets. Phillips And Company Advisors LLC provides a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and other services. Financial advisory fees are based on which service is provided. Fee types charged by Phillips And Company Advisors LLC likely include asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Phillips And Company Advisors LLC Brokerage Details
$1,171,903,143
21
1,211
$967,715
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Mark Loewen Work History
Mark has been registered as a financial advisor for 10 years.*
Phillips & Company Securities Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mark Loewen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Phillips And Company Advisors LLC
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
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