Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Alexander Taylor is a financial advisor with over 38 years of experience in the financial services industry. Mark is currently a Registered Representative of Mutual Advisors, LLC, and is licensed to provide financial advice in 12 states. Mark has previously held positions with Securities America, Inc., Regency Securities, Inc., Sunamerica Securities, Inc., Spelman & Co., Inc., American Express Financial Advisors Inc., IDS Life Insurance Company, Royal Alliance Associates, Inc., and Integrated Resources Equity Corporation. Mark holds the Series 7, 24, 63, 99TO, and SIE licenses, and he is also a Certified Financial Planner. Mark is an active member of the San Clemente Rotary Club. Mark specializes in providing financial advice to individuals and families, including retirement planning, investment management, and college savings. Mark also has experience working with businesses and business owners.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
11/21/2022 - Present
Mutual Advisors, LLC (San Clemente CA)
CA
05/20/1999 - 11/18/2022
SECURITIES AMERICA, INC. (SAN CLEMENTE CA)
CA
09/22/1997 - 05/21/1999
REGENCY SECURITIES, INC. (IRVINE CA)
AZ
09/26/1991 - 09/17/1997
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
AZ
03/01/1991 - 09/18/1991
SPELMAN & CO., INC. (PHOENIX AZ)
MN
03/21/1990 - 03/08/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/21/1990 - 03/08/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
AZ
11/19/1989 - 04/24/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
01/25/1984 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
BC
Issued 06/22/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/25/1991
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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