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Mark T
CFP®, Series 63
San Clemente, CA
Mutual Advisors, LLC
Mark Taylor is a CFP® professional with 42 years of experience in the financial industry. He has worked at Mutual Advisors, LLC since 2022 and previously held roles at Securities America Advisors, Inc. and Winthrop Taylor Asset Management, Inc. Taylor serves as president of the San Clemente Rotary Club, where he leads meetings and organizes board activities. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans, employing a combination of passive and active investment strategies tailored to client objectives.
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