MP
Mark Perry
from Lowell Blake & Associates Inc.
Mark Perry is a financial advisor based in Massachusetts, Boston,
with 23 years of experience. Mark currently works for
Lowell Blake & Associates Inc..
Mark maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Mark Perry works at Lowell Blake & Associates Inc.
Lowell Blake & Associates Inc. is a financial advisory firm based in Boston, Massachusetts. It currently has approximately $544,818,221 of assets under management and employs about 8 people. Lowell Blake & Associates Inc. uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and trustee fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
6 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and trustee fees
Office location
141 Tremont Street, Suite 200, Boston, Massachusetts, 2111
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