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Peter R. Gaylord

GAYLORD WEALTH MANAGEMENT
Rocklin, CA 95765
Some features on this profile are disabled
CRD#: 3180496
PG

Professional summary

Peter Raymond Gaylord is a registered financial advisor currently at GAYLORD WEALTH MANAGEMENT, LLC located in Rocklin, California.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Peter has worked at 3 firms and has passed the Series 65, Series 63, Series 7, Series 4 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
BUSINESS AND MARKETING CONSULTING THROUGH PETER GAYLORD CONSULTING, INC. NON-INVESTMENT RELATED. PRESIDENT AND CONSULTANT SINCE 08/2001. 5 HOURS PER MONTH DURING NON-TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Raymond Gaylord'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®
None

Experience

Current

September 24, 2013 - Present

GAYLORD WEALTH MANAGEMENT, LLC

Office #1: 6520 Lonetree Blvd. #2030, Rocklin, CA 95765
RIA
CRD#: 168702
Rocklin, CA
Past

September 3, 2004 - November 21, 2009

EFFICIENT MARKET ADVISORS, LLC

RIA
CRD#: 132188
SAN DIEGO, CA
Past

August 24, 1999 - April 11, 2000

E*TRADE SECURITIES LLC

BD
CRD#: 29106
JERSEY CITY, NJ

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
(9/24/2013)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/5/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/17/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 8/23/1999
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 4
Date: 2/21/2000
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/24/1999
General Securities Principal Examination

Current Firm

GW
GAYLORD WEALTH MANAGEMENT, LLC
GAYLORD & BELINSKY WEALTH MANAGEMENT, LLC | GAYLORD WEALTH MANAGEMENT, LLC

CRD#: 168702 / SEC#:

California
Registered Investment Advisory firm - (9/24/2013 Approved)
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Contact information

Main Address
6520 Lonetree Blvd. #2030, Rocklin, CA 95765
Mailing Address
Phone number
(415) 971-7529
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts3
AUM (Assets Under Management)$ 418,523

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

GAYLORD WEALTH MANAGEMENT, LLC

CRD#: 168702Rocklin, CA 95765

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