Marc Layne Lowell

Current Employers

Employment History

• 02/2012 → 02/2018
  Invest Financial Corporation
  Tampa, FL
• 02/2018 → 10/2021
  Lpl Financial Llc
  Ft Lauderdale, FL
• 11/2021 → Present
  Alliance Global Partners
  Boca Raton, FL

Previous Registrations

• 2018-02-15 → 2021-11-12
  Lpl Financial Llc
  Ft Lauderdale, FL
• 2012-03-01 → 2018-02-15
  Invest Financial Corporation
  Clearwater, FL
  Ft Lauderdale, FL
  Appleton, WI

Other Businesses

1. A.I.D. WEALTH MANAGEMENT - Investment Related - 2700 Military Trail, Suite 230, Boca Raton, FL 33431- Full scope financial planning (DBA for wealth management business)- President/Owner- Start date 4/1/14 - As DBA used during normal working and trading hours. 2. THE A.I.D. GROUP - Investment Related - 2700 Military Trail, Suite 230, Boca Raton, FL 33431-Full scope financial planning (DBA for wealth management business)- President/Owner- Started 03/16/2018 - As DBA used during normal working and trading hours. 3. ADVISORS ISURANCE DESIGN - Investment Related - 2700 Military Trail, Suite 230, Boca Raton, FL 33431-Full scope financial planning (DBA for wealth management business)- President/Owner - Started 05/20/2019 - As DBA used during normal working and trading hours. - Life insurance and other fixed Insurance product sales. 4. THE 401(K)OMPANY - Investment Related - 2700 Military Trail, Suite 230, Boca Raton, FL 33431-Full scope financial planning and 401k Management (DBA for wealth management business)- President/Owner - Start Date: 08/01/2018 - As DBA used during normal working and trading hours. 5. Lowell-Newman (dba) 2700 Military Trail, Suite 230, Boca Raton, FL 33431-Full scope financial planning and 401k Management (DBA for wealth management business)- President/Owner - Start Date: 02/08/2021- As DBA used during normal working and trading hours. 6. WHISKEY HILL LODGE, LLC - Investment Related - Avon Colorado 81620 & Vail, Colorado - Real Estate Rental Property- Started 06/15/2021 - Whiskey Hill Lodge, LLC owns a house in Vail, Colorado. 7. LOWELL FINANCIAL INC.- Investment Related- 1180 N Federal Highway Unit 706 Ft Lauderdale FL 33304- Operating Company-President/Owner-Started 11/25/2002-Zero Hours- Established to coordinate business activities 8. Bakumba, LLC, not investment-related, 419 SE 2nd Street, Apt. 1916, Ft. Lauderdale, FL 33301,management/consulting LLC set up for accounting purposes, does not conduct business; President, no hours devoted, start date 11-10-2022

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-01-31

Designations

Other Names

• Marc Layne Lowell