Mark Raymond Lowbridge
Investment adviser representative at John Hancock Personal Financial Services, LLC
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
20 years in the industry.
- John Hancock Personal Financial Services, LLCJan 2020 to now
- John HancockJun 2006 to now
- John Hancock Distributors LLCJun 2006 to now
- Manulife Asset Management (US) LLCDec 2012 to Jan 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (FL, MA).
John Hancock Personal Financial Services, LLC
$2.2BAssets managed
35,589Clients
64Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4332930
- Firm CRD
- 174433