Mark Genaro valencia Taylan
Investment adviser representative at Eastsound Capital Advisors, LLC
12 yearsExperience
2 statesRegistered in
$214.6MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Advisors 360 LLCSep 2024 to now
- Eastsound Capital Advisors, LLCApr 2018 to now
- Guaranteed Rate IncMar 2023 to Mar 2025
- Direct Mortgage Funding Inc.Jun 2017 to Mar 2023
- Sowell Financial Services, LLCSep 2016 to Apr 2018
- Sindeo, Inc.Jan 2016 to Jun 2017
- Concert Wealth Management, Inc.Sep 2014 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Eastsound Capital Advisors, LLC
$214.6MAssets managed
247Clients
6Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4418749
- Firm CRD
- 160180