Brian Lee Taylor
Investment adviser representative at Cornerstone Securities LLC
11 yearsExperience
4 statesRegistered in
$210MFirm assets
1 yearFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Cornerstone Securities LLCSep 2017 to now
- Wise Wealth LLCAug 2015 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 4 states (IL, KS, MO, TX).
Cornerstone Securities LLC
$210MAssets managed
900Clients
10Advisers
1 yearIn 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
- 4337776
- Firm CRD
- 140379