Burns M. Lowry

VALMARK SECURITIES

Coral Gables, FL

Some features on this profile are disabled

CRD#: 1039498

Professional summary

Burns Mcneil Lowry, who also goes by Mac Lowry, is a registered financial professional currently at VALMARK SECURITIES, INC. located in Coral Gables, Florida.

Burns is registered as a RR (Registered Representative) and started their career in finance in 1982. Burns has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Mac Lowry

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) EXPERT WITMESS/INSURANCE PLANNING. RECEIVE COMMISSIONS FROM FIXED/LIFE INSURANCE. 2) BML FINANCIAL INC; 13631 DEERING BAY DRIVE, #218, CORAL GABLES, FL 33158; 09/2017; OWNER; ENTITY TO COLLECT COMMISSIONS; NOT INVESTMENT RELATED; 1 HOUR/MONTH; 0 HOURS/MONTH DURING BUSINESS HOURS; COMMISSIONS. 3) R MARSHALL JONES INC DBA JONES LOWRY; 470 COLUMBIA DRIVE, SUITE 100E, WEST PALM BEACH, FL 33409; 02/2009; PRINCIPAL; MARKET AND SELL LIFE INSURANCE TO PROSPECTS, CLIENTS AND COIs; INVESTMENT RELATED; 240 HOURS/MONTH; 240 HOURS/MONTH DURING BUSINESS HOURS; EXPENSE REIMBURSEMENT, OWNERSHIP, STOCK IN LIEU, COMMISSIONS.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Burns Mcneil Lowry's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 22, 2024 - Present

VALMARK SECURITIES, INC.

Office #2: 130 Springside Drive Suite 300, Akron, OH 44333

CRD#: 31243

Coral Gables, FL

Past

July 13, 2010 - May 3, 2024

M HOLDINGS SECURITIES, INC.

RIA

CRD#: 43285

CORAL GABLES, FL

Past

May 25, 2010 - May 3, 2024

M HOLDINGS SECURITIES, INC.

CRD#: 43285

PORTLAND, OR

Past

February 27, 2009 - May 27, 2010

VALMARK SECURITIES, INC.

CRD#: 31243

WEST PALM BEACH, FL

Past

September 13, 2006 - December 31, 2008

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

NEW YORK, NY

Past

December 1, 2004 - December 31, 2008

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

April 11, 2002 - May 7, 2004

BESSEMER INVESTOR SERVICES, INC.

CRD#: 17442

NEW YORK, NY

Past

April 1, 1985 - November 6, 2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

June 26, 1984 - April 4, 1985

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Past

July 19, 1983 - June 25, 1984

FSC SECURITIES CORPORATION

CRD#: 7461

Past

March 25, 1982 - May 4, 1983

UBS FINANCIAL SERVICES INC.

CRD#: 8174

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(4/22/2024)

North Carolina
(8/4/2025)

Exams

State Security Law Exam

IAR

Series 66

Date: 8/23/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/20/1982

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

VALMARK SECURITIES, INC.

CRD#: 31243 / SEC#: , 8-45463

Broker-Dealer Firm Regulated by FINRA (Chicago district office)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

130 Springside Drive Suite 300, Akron, OH 44333-2431

Mailing Address

130 Springside Drive Suite 300, Akron, OH 44333-2431

Phone number

(800) 765-5201

Established

Ohio since 12/08/1992

Firm type

Corporation

Fiscal year end

December

Firm Size

Medium

# of Employees

FINRA licenses (51 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
VALMARK INVESTMENTS, LLC	SHAREHOLDER
CALLAHAN, CALEB JONATHAN	EVP, CHIEF OPERATING OFFICER	5011454
KOZENKO, ELIZABETH ERIN	FINOP	6218110
RYBKA, LAWRENCE JOSEPH	PRESIDENT, CEO	1661511
WILBURN, DOUGLAS FREDERICK	CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL	1407686

Disclosures

Regulatory Event

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Burns M. Lowry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Burns Mcneil Lowry's CRS (Customer Relationship Summary).

Certified licenses

Experience

M HOLDINGS SECURITIES, INC.

M HOLDINGS SECURITIES, INC.

VALMARK SECURITIES, INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

BESSEMER INVESTOR SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

INTEGRATED RESOURCES EQUITY CORPORATION

FSC SECURITIES CORPORATION

UBS FINANCIAL SERVICES INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/23/2006

SIE

Date: 10/1/2018

Series 7

Date: 3/20/1982

FINRA

Current Firm

VALMARK SECURITIES, INC.

Contact information

FINRA licenses (51 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

VALMARK SECURITIES, INC.

TRUST BUT VERIFY

Similar Advisors