Brian Taylor
Brian Taylor is a registered investment advisor at Cornerstone Securities LLC, based in Overland Park, KS, with 11 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 900 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are up to 2% of the account balance and are negotiable with your representative.
Fee Estimator
Location
9270 Glenwood St, Suite B, Overland Park, KS, 66212
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian is an independent insurance agent selling fixed life, fixed annuities, and long-term care insurance. This requires a few hours per week.
Employment History
Current Registrations
Cornerstone Securities LLC
Previous Registrations
Wise Wealth, LLC
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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