Mark
Taylan
Eastsound Capital Advisors, LLC
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About this Advisor
Mark Taylan is a financial advisor based in Morgan Hill, California, working with Eastsound Capital Advisors, LLC. Mark has previously held positions at J.P. Morgan Securities LLC, Concert Wealth Management, Inc, Sindeo, Inc, Sowell Financial Services, LLC, Direct Mortgage Funding Inc, and Eastsound Capital Advisors. Mark has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Mark is part of Eastsound Capital Advisors, LLC, which operates out of Morgan Hill, California. The firm has 3 offices and 6 employees. The firm manages assets totaling $152.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eastsound Capital Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Eastsound Capital Advisors, LLC Brokerage Details
$152,190,000
6
401
$379,526
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Mark Taylan Work History
Eastsound Capital Advisors
Direct Mortgage Funding Inc
Sowell Financial Services, LLC
Sindeo, Inc
Concert Wealth Management, Inc
J.P. Morgan Securities LLC
Disclosures
Please visit the SEC profile of Mark Taylan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Eastsound Capital Advisors, LLC
San Francisco, CA
Morgan Hill, CA
Morgan Hill, CA
Eastsound, WA
Morgan Hill, CA
Eastsound, WA
Medfield, MA
Arvada, CO
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