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Mark Alan Gaylord

Transamerica Financial Advisors, Inc.

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About Mark Alan Gaylord

Mark Alan Gaylord is a financial advisor with over 40 years of experience in the industry. Mark is currently registered with Transamerica Financial Advisors, Inc. Mark has held previous positions with The Leaders Group, Inc., MCL Financial Group, Inc., The Lincoln National Life Insurance Company, Lincoln Financial Advisors Corporation, and CIGNA Financial Advisors, Inc. Mark is a Chartered Financial Consultant and holds several industry licenses, including Series 6, 7, 63, and SIE. Mark provides financial planning and portfolio management services to individuals and families.

Firm Information

Mark Gaylord is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mark Gaylord’s Registration & Firm History

CO

04/30/2014 - Present

Transamerica Financial Advisors, Inc. (Centennial CO)

CO

09/01/2011 - 09/25/2013

THE LEADERS GROUP, INC. (LITTLETON CO)

CO

06/23/2005 - 06/13/2011

MCL FINANCIAL GROUP, INC. (DENVER CO)

IN

08/30/2001 - 08/25/2004

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

IN

06/01/1998 - 08/25/2004

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

PA

08/14/1979 - 06/01/1998

CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)

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Licenses & Designations

BC

Issued 03/16/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/26/2002

Series 7 - General Securities Representative Examination

BC

Issued 08/10/1979

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 6 public disclosures for Mark Alan Gaylord. Review regulatory record here.
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