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Taylor M Clark

MMA Securities LLC

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About Taylor M Clark

Taylor Clark is an investment professional with 11 years of experience in the financial services industry. Taylor is a registered representative and investment advisor representative with MMA Securities LLC. Taylor has previously worked at PENSIONMARK SECURITIES, LLC, CAPFINANCIAL SECURITIES, LLC, LPL FINANCIAL LLC, and AXA ADVISORS, LLC. Taylor holds the Series 63, Series 65, Series 7, and SIE licenses. Taylor also has experience working with retirement plan participants.

Firm Information

Taylor Clark is currently registered with MMA Securities LLC. MMA Securities LLC is a Limited Liability Company formed in February 1998. The firm, headquartered in New York, NY, provides advisory services to retirement plan participants, including pension consulting, educational seminars, and selection of other advisors. With a focus on retirement services, MMA Securities LLC serves a wide range of clients, including pension and profit-sharing plans, state or municipal government entities, and plan participants. They are registered with the SEC and hold registrations in all 50 states.
MMA Securities LLC

1166 AVENUE OF THE AMERICAS

NEW YORK, NY 10036

Not reported

Assets Under Management

6,149

Total Clients

169

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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advisory services to retirement plan participants

Advisory services to retirement plan participants

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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other

Based on assets under advisement or per capita

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Taylor Clark’s Registration & Firm History

TX

11/29/2022 - Present

MMA Securities LLC (Austin TX)

TX

09/01/2017 - 11/04/2022

PENSIONMARK SECURITIES, LLC (Austin TX)

TX

09/08/2015 - 09/01/2017

CAPFINANCIAL SECURITIES, LLC. (Austin TX)

SC

05/05/2014 - 09/15/2015

LPL FINANCIAL LLC (FORT MILL SC)

TX

08/08/2011 - 03/17/2014

AXA ADVISORS, LLC (FORT WORTH TX)

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Licenses & Designations

IA

Issued 09/08/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/02/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/07/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Taylor M Clark.
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