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Detailed Report
Taylor Mark
CRD#: 7869761
IA
Investment Adviser
B
Broker
THE WEALTH CONSULTING GROUPCRD#: 173194 1455 Response Road, Suite 100
SACRAMENTO, CA 95815
LPL FINANCIAL LLCCRD#: 6413 1455 RESPONSE RD, STE 100
SACRAMENTO, CA 95815
Registration History
2024AprJulOct2025AprJulOct20262 FIRMS2024 - Present (<1 year)
License(s)

State Registrations

B
California 9/30/2024
IA
California 10/2/2024

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
THE WEALTH CONSULTING GROUP (CRD#:173194)
1455 Response Road, Suite 100, SACRAMENTO, CA 95815
Registered with this firm since 10/2/2024
B
LPL FINANCIAL LLC (CRD#:6413)
1455 RESPONSE RD, STE 100, SACRAMENTO, CA 95815
Registered with this firm since 7/1/2024
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.