Best Investors Account Sign in
Inactive

Mark Timothy Loewen

Phillips And Company Advisors LLC

Portland, OR

Claim This Profile
Current Employers
Phillips And Company Advisors Llc

521 Sw 11Th Avenue Suite 200, Portland, OR 97205 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-06
IN RA APPROVED 2021-03-31
WA RA APPROVED 2021-03-31
OR RA APPROVED 2013-12-12
  • CA RA
    APPROVED
    Since 2026-01-06
  • IN RA
    APPROVED
    Since 2021-03-31
  • WA RA
    APPROVED
    Since 2021-03-31
  • OR RA
    APPROVED
    Since 2013-12-12

Branch Locations

521 Sw 11Th Avenue Suite 200, Portland, OR 97205 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Phillips & Company Securities Inc. Portland OR 05/1997 03/2025
Phillips And Company Advisors Llc Portland OR 12/2013 Present
Previous Registrations
  • 2004-05-13 → 2013-12-31
    Phillips & Company
    Portland, OR
    Portland, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-02-09
S63 Uniform Securities Agent State Law Examination 1997-06-24
  • S65 Uniform Investment Adviser Law Examination
    2004-02-09
  • S63 Uniform Securities Agent State Law Examination
    1997-06-24

View on SEC IAPD

Other Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SUCCESS WEALTH MANAGEMENT LLC
INMAN FINANCIAL SERVICES, INC.
PINNACLE WEALTH ADVISORS
OSAIC WEALTH, INC.
MERCER GLOBAL ADVISORS INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC

Other Investors

ALEX JOHN SHEPPARD
DANIEL JOSEPH HECK
Lucas F Ellis
JACQUELYN MARIE PASCIAK
STEVEN MICHAEL FAIN
BRANDON LEE ERICKSON
DAVID KENT PEDERSON
Derek Jon Cram

Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR
INMAN FINANCIAL SERVICES, INC. · PORTLAND, OR
PINNACLE WEALTH ADVISORS · Portland, OR
OSAIC WEALTH, INC. · TIGARD, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR

More in Portland, OR

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor