Mark Edward Prowell

Employer firm

Prowell Financial Management, LLC CRD 281762

$6.86B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → Present
  Prowell Financial Management Llc
  Exton, PA

Previous Registrations

• 2012-07-17 → 2016-03-15
  Lincoln Investment
  Exton, PA
  Fort Washington, PA
• 2012-07-17 → 2016-03-01
  Capital Analysts
  Exton, PA

Other Businesses

RENTAL PROPERTY INCOME POSITION: OWNER NATURE: RENTAL PROPERTY INCOME INVESTMENT RELATED: NO NUMBER OF HOURS: 5 INVESTMENT RELATED HOURS: 5 START DATE: 01/01/1990 ADDRESS: 690 STOCKTON DRIVE, SUITE 106, EXTON PA 19341 DESCRIPTION: RENTAL PROPERTY OWNER COMMONWEALTH TRUST COMPANY - AUDIT COMMITTEE POSITION: BOARD MEMBER NATURE: TRUST COMPANY INVESTMENT RELATED: NO NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/1990 ADDRESS: 29 BANCROFT MILLS ROAD, WILMINGTON DE 19806 DESCRIPTION: BOARD MEMBER PROWELL FINANCIAL MANAGEMENT POSITION: OWNER NATURE: ESTATE PLANNING, BUSINESS SUCCESION PLANNING, FIXED LIFE INSURANCE INVESTMENT RELATED: NO NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 01/01/1990 ADDRESS: 690 STOCKTON DRIVE, SUITE 106, EXTON PA 19341 DESCRIPTION: ADMINISTRATIVE AND CLIENT MEETINGS RELATED TO TOPICS SUMMARIZED IN ABOVE WESTFORD HOLDINGS, LLC POSITION: SECRETARY & TREASURER NATURE: POINT OF CONTACT FOR AN LLC INVESTED IN AN APARTMENT COMPLEX INVESTMENT RELATED: NO NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/31/2023 ADDRESS: 281 GROVE ROAD, ELVERSON, PA 19520 DESCRIPTION: REVIEW FINANCIAL REPORTS - ACT AS SECRETARY & TREASURER OF THE LLC

Exams

• S66 Uniform Combined State Law Examination
  2015-12-09
• S63 Uniform Securities Agent State Law Examination
  1988-04-11