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Brian Lee Taylor

Cornerstone Securities LLC

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About Brian Lee Taylor

Brian Taylor is an investment advisor representative at Cornerstone Securities LLC in Overland Park, Kansas. Brian has been in the financial services industry since 2003 and has a Series 63, 65, 24 and 7 license. Brian also holds a SIE certification. Brian is registered with the state of Kansas and Missouri. Brian also works as an independent insurance agent selling fixed life, fixed annuities and long term care insurance. Brian's previous employers include IVY FUNDS DISTRIBUTOR, INC. and WADDELL & REED. Cornerstone Securities LLC primarily serves individuals and provides financial planning, portfolio management, and selection of other advisors services.

Firm Information

Brian Taylor is currently registered with Cornerstone Securities LLC. Cornerstone Securities LLC is an investment advisor with 9 licensed agents and 9 investment advisor representatives. The firm manages $99 million in assets for 600 clients, primarily individuals other than high-net-worth individuals. Cornerstone Securities offers financial planning and portfolio management services, as well as assistance in selecting other advisors.

$99.00M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Taylor’s Registration & Firm History

KS

09/28/2017 - Present

Cornerstone Securities LLC (OVERLAND PARK KS)

KS

12/19/2005 - 08/07/2015

IVY FUNDS DISTRIBUTOR, INC. (OVERLAND PARK KS)

KS

08/08/2003 - 08/07/2015

WADDELL & REED (OVERLAND PARK KS)

IA

02/27/2003 - 05/01/2003

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

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Licenses & Designations

IA

Issued 08/18/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/18/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/27/2012

Series 24 - General Securities Principal Examination

BC

Issued 08/07/2015

SIE - Securities Industry Essentials Examination

BC

Issued 02/25/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Lee Taylor.
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