Peter Raymond Gaylord

Employer firm

Gaylord Wealth Management, LLC CRD 168702

$394.7K regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• ACCOUNT AND PORTFOLIO CONSULTATIONS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2001 → Present
  Peter Gaylord Services, Inc
  Rocklin, CA
• 07/2013 → Present
  Gaylord Wealth Management, Llc
  Rocklin, CA

Previous Registrations

• 2004-09-03 → 2009-11-21
  Efficient Market Advisors, Llc
  San Diego, CA

Other Businesses

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-10-05
• S63 Uniform Securities Agent State Law Examination
  1999-09-17

Designations

• Chartered Financial Analyst