Mark Taylan (CRD# 4418749) is an Investment Advisor Representative working at Eastsound Capital Advisors, LLC in Morgan Hill, CA and has over 21 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 4301372
State Farm Investment Management Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Eastsound Capital Advisors | Eastsound, WA | Apr 2018 - Current | 6 |
Direct Mortgage Funding Inc. | Los Gatos, CA | Jul 2017 - Current | 6 |
Sowell Financial Services, LLC | North Little Rock, CA | Sep 2016 - Apr 2018 | 1 |
Sindeo, Inc. | San Francisco, CA | Dec 2015 - Jul 2017 | 1 |
Concert Wealth Management, Inc. | San Jose, CA | Sep 2014 - Dec 2016 | 2 |
J.p. Morgan Securities LLC | San Jose, CA | Oct 2012 - Jul 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2002 |
S65 | NASAA Investment Advisors Law Examination | Nov 2006 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- TX
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Total Assets Under Management152MILLIONS
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Total Number of Accounts401ACCOUNTS
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Average Account Value$379,526
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, CO, LA, MA, TX, WA
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