Mark
Taylor
Mutual Advisors, LLC
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About this Advisor
Mark Taylor is a financial advisor based in San Clemente, California, working with Mutual Advisors, LLC. Mark has previously held positions at Securities America, Inc, Securities America Advisors, Inc, Winthrop Taylor Asset Management, Inc, San Clemente City, Mutual Securities, Inc, and Mutual Advisors, LLC. Mark has passed the Series 63 regulatory exam and is registered to provide services in California and Texas. Currently, Mark is part of Mutual Advisors, LLC, which operates out of San Clemente, California. The firm has 75 offices and 255 employees. The firm manages assets totaling $6.9 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Mutual Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mutual Advisors, LLC Brokerage Details
$6,947,119,840
255
20,381
$340,863
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Mark Taylor Work History
Mutual Securities, Inc
Mutual Advisors, LLC
San Clemente City
Winthrop Taylor Asset Managment, Inc
Securities America Advisors, Inc
Securities America, Inc
Disclosures
Please visit the SEC profile of Mark Taylor to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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