Mark Taylor, financial advisor San Clemente CA
93 score

Mark Taylor

CRD Number: 1233017
Current Firm: Securities America Advisors, Inc.

Mark Taylor (CRD# 1233017) is an Investment Advisor Representative working at Securities America Advisors, Inc. in San Clemente, CA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
San Clemente City San Clemente City, CA Mar 2013 - Current 3
Securities America Advisors, Inc. San Clemente, CA Nov 2004 - Current 12
Winthrop Taylor Asset Managment, Inc. San Clemente, CA Feb 2004 - Current 12
Securities America, Inc. San Clemente, CA May 1999 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1992
Contact Info for Mark A. Taylor
Phone Number: 402-399-9111
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    13,433
    MILLIONS
  • Total Number of Accounts
    92,356
    ACCOUNTS
  • Average Account Value
    $145,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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