MARK K. RYLANCE
RS CRUM | President, RS Crum
Newport Beach, CA 92660
CRD#: 3029730
Professional summary
MARK KENDALL RYLANCE, CFP®, who also goes by Mark K Rylance, is a registered financial advisor currently at RS CRUM INC. located in Newport Beach, California.
MARK is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. MARK has worked at 2 firms and has passed the Series 66 and Series 7 exams.
Biography
Mark Rylance is a Principal and Lead Advisor at RS Crum, Inc. Mark is passionate about helping people make good financial decisions, both on the investment side as well as other financial planning areas (estate planning, tax, risk management, etc.). Mark always works on a fee only (no commission) basis which helps eliminate conflicts of interest.
Mark joined RS Crum in 2003 after spending six years with Merrill Lynch. Actively involved in the community, Mark is a past President and member of the Orange County FPA, a member of both NAPFA and the Sudden Money Institute, and is a Charter Board Member of The Center for Investment and Wealth Management at UC Irvine. Mark has volunteered his time on a number of philanthropic projects, including Advisors in Philanthropy (AIP), Junior Achievement, Working Wardrobes, the Ronald Simon Foundation, “It’s Your Money” and Interval House. Mark is a graduate of the University of Arizona with a Bachelor of Science degree in business administration. He is married and has two children.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Estate Planning
Tax Planning
Cash Debt Management
College Planning
Insurance
Charitable Giving
Business Exit Planning
Retirement Planning
Investment Planning
Planning for Sudden Life Chang...
Do you have an area of expertise or specialization?
Business Owners with High Net ...
Investment Advice with Ongoing...
Medical Professionals
Real Estate Investments
Women's Financial Planning
What is your minimum asset requirement?
500K
How do you get paid?
Fee only,
Minimum fee of 5000
Are you a "fiduciary"?
Yes
Aliases
Mark K Rylance
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.
CRS (Client Relationship Summary) - RIA
Click below to view MARK KENDALL RYLANCE's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2005
Experience
Current
September 2, 2011 - Present
RS CRUM INC.
Office #1: 4 Upper Newport Plaza Drive Suite 201, Newport Beach, CA 92660RIA
CRD#: 158621
Newport Beach, CA
Past
June 11, 1998 - June 6, 2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
SEAL BEACH, CA
Past
May 14, 1998 - June 6, 2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RS CRUM INC.
R. S. CRUM, INC. | RS CRUM INC.
CRD#: 158621 / SEC#: 801-72672
RIA
Registered Investment Advisory firm - (7/15/2011 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(9/2/2011)
IAR
Texas(3/15/2017)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
RS CRUM INC.
R. S. CRUM, INC. | RS CRUM INC.
CRD#: 158621 / SEC#: 801-72672
RIA
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Contact information
Main Address
4 Upper Newport Plaza Drive Suite 201, Newport Beach, CA 92660
Mailing Address
Phone number
(949) 428-9696
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 952 |
| AUM (Assets Under Management) | $ 616,982,377 |
Red Flags
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Company Information
RS CRUM INC.
President, RS CrumCRD#: 158621Newport Beach, CA 92660TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
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