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MT

Mark E. Taylor

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CRD#: 2530621
MT

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Mark Earl Taylor, who also goes by Mark Taylor, was a registered financial professional .

Mark is a previously registered financial professional and started their career in finance in 1999. Mark had worked at 2 firms and has passed the Series 66, Series 7 and Series 2 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mark Taylor

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 10, 2017 - January 26, 2018

TEXAS ASSET MANAGEMENT

RIA
CRD#: 114714
LAKEWAY, TX
Past

August 12, 1999 - November 11, 1999

1ST GLOBAL CAPITAL CORP.

BD
CRD#: 30349
DALLAS, TX

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 7/6/1999
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 2
Date: 8/5/1994
Non-Member General Securities Examination

Current Firm


TA
TEXAS ASSET MANAGEMENT
LAKE TRAVIS FINANCIAL ADVISORS | TEXAS INVEST WISELY, LLC | TEXAS ASSET MANAGEMENT, LLC | TEXAS ASSET MANAGEMENT | TAM, LLC | LAKE TRAVIS FINANCIAL ADVISORS, LLC

CRD#: 114714 / SEC#:

Texas
Registered Investment Advisory firm - (5/22/2001 Approved)
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Contact information


Main Address
1200 Lakeway Drive Suite 20, Lakeway, TX 78734
Mailing Address
Phone number
(512) 261-8800
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts125
AUM (Assets Under Management)$ 71,874,071

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


TEXAS ASSET MANAGEMENT

CRD#: 114714

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