Raymond James Financial Services Advisors
45yrs
Top advisor by experience in Shrewsbury
31yrs
Mark Lowe has worked in the financial industry for 31 years and is a fiduciary financial advisor based in Shrewsbury, New Jersey. Mark has been with Park Avenue Securities since 2008; before that, Mark spent three years at International Planning Alliance and four years at First Montauk Securities. Mark’s designations include CFP® and ChFC.
One of 137 advisors with offices in Shrewsbury, and one of 131 fiduciaries.
At a glance
Experience31 years (since 1996)
How that compares ?Top 15% by experience at Park Avenue Securities
Office1040 Broad Street Suite 202, Shrewsbury, NJ 07702
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$230,599
Advisors at the firm1,909
States licensed ?1 state
Services through Park Avenue Securities
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2009 – 2011International Planning Alliance, LLCPreviously
- 2008 – nowPark Avenue Securities LLCCurrent firm
- 2004 – 2008First Montauk Securities Corp.Previously
Contact Mark
(888) 600-4667Firm headquarters in New York, NY. Ask for Mark. 1040 Broad Street Suite 202Shrewsbury, NJ 07702Office · Get directions
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mark
How do I contact Mark?
Call Park Avenue Securities at (888) 600-4667 and ask for Mark Lowe. Mark works from the Shrewsbury, NJ office.
How long has Mark been a financial advisor?
Mark has been in the industry since 1996, about 31 years. Top 15% by experience at Park Avenue Securities.
What licenses does Mark hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Park Avenue Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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