Mark Taylan has been an investment adviser representative at Eastsound Capital Advisors since April 2018, and is not listed among the firm’s executive officers or direct owners. Mark Taylan holds a Bachelor of Science in Information Systems Management from the University of California, Santa Cruz.
Eastsound Capital Advisors, LLC is a firm with $215M under management, 247 clients and 6 advisers across 6 offices, as of its June 2026 filing.
Mark Taylan is Founder and Financial Advisor of Advisors 360, based in Morgan Hill, California. He has over 24 years of experience. He is licensed in securities, insurance and real estate.
Mark Taylan’s longest registration is the current one, 8 years at Eastsound Capital Advisors since 2018. Before joining Eastsound Capital Advisors in 2018, Mark Taylan was registered through Sowell Management Services and Concert Wealth Management.
- – present · 8 yearsMorgan Hill, CA · Adviser representative · Firm CRD 160180
- Sowell Management Services– · 1 yearMorgan Hill, CA · Adviser representative · Firm CRD 127145
- Concert Wealth Management– · 2 yearsMorgan Hill, CA · Adviser representative · Firm CRD 141253
- J.P. Morgan Securities LLC– · 1 yearSan Jose, CA · Adviser representative · Firm CRD 79
- Chase Investment Services Corp.– · under a yearSan Jose, CA · Adviser representative · Firm CRD 25574
- Wells Fargo Advisors Financial Network, LLC– · 3 yearsMorgan Hill, CA · Adviser representative · Firm CRD 11025
- Banc of America Investment Services, Inc.– · 2 yearsSan Jose, CA · Adviser representative · Firm CRD 16361
Professional designations
Listed by Eastsound Capital Advisors
- Chartered Retirement Planning Counselor
Investment adviser representative registrations
Mark Taylan is registered as an investment adviser representative in 2 states. Each was approved in April 2018.
- CaliforniaSince 20 April 2018
- TexasSince 24 April 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 10 | General Securities Sales Supervisor - General Module Examination | 1 June 2010 |
| Series 65 | Uniform Investment Adviser Law Examination | 11 November 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 June 2002 |
| Series 7 | General Securities Representative Examination | 13 May 2002 |
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Mark Genaro Valencia Taylan
- CRD
- 4418749
- Firm
- Eastsound Capital Advisors · CRD 160180
- Office
- 355 Woodview Avenue Suite 300, Morgan Hill, CA 95037
- Registration
- Investment adviser registration
- In the industry since
- March 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- advisors360pwm.com
Where does Mark Taylan work?
Mark Taylan is an investment adviser representative registered through Eastsound Capital Advisors, LLC since April 2018, and is not listed among the firm’s executive officers or direct owners.
Is Mark Taylan a financial advisor?
Yes. Mark Taylan has a current investment-adviser registration in California and Texas, through Eastsound Capital Advisors since April 2018.
How many years of experience does Mark Taylan have?
Mark Taylan has 19 years in the financial industry, since March 2007, across 7 adviser firms.
What exams has Mark Taylan passed?
Mark Taylan has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 10. The earliest, the Series 7, was passed in May 2002.
Where did Mark Taylan work before Eastsound Capital Advisors?
Before Eastsound Capital Advisors, Mark Taylan was registered through Concert Wealth Management, September 2014 to January 2017; J.P. Morgan Securities LLC, October 2012 to August 2014; Chase Investment Services Corp., September 2012 to October 2012; Wells Fargo Advisors Financial Network, LLC, July 2009 to September 2012; Banc of America Investment Services, Inc., February 2007 to July 2009.
Where is Mark Taylan based?
Mark Taylan’s registered office is in Morgan Hill, CA.
Is Mark Taylan registered with FINRA?
No. Mark Taylan has no current broker registration.
How can I verify Mark Taylan’s record?
Search CRD 4418749 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mark Taylan’s full registration record.
