MN
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
2 advisors
Number of Clients
73 clients
Average Client Portfolio
$553K average
Assets Under Management
$40.4M
Fee Structure
I am sorry, but I cannot provide a fee summary because this document is a brochure supplement and does not contain any fee information.
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Advisor Information
Office location
Coppell, TX
Get directionsRegulatory History
Clean regulatory record
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 Activities
Michael has a small equity stake in Latino Communications, a telecommunications company, since 1997. He also serves as an advisory board member for Timeburst, Inc., a social media start-up, dedicating minimal time to this role.
Employment History
Current Registrations
Taylor Stephens, INC.
October 2014 - Present · 11 yrs 3 mos
Previous Registrations
Wells Nelson & Associates, L.L.C.
December 2015 - January 2016 · 1 mo
Wells Nelson & Associates, L.L.C.Broker
December 2015 - April 2019 · 3 yrs 4 mos
Braymen Lambert and Noel Investment Management
May 2011 - December 2015 · 4 yrs 7 mos
Braymen, Lambert and Noel Securities, Ltd.
June 2005 - December 2005 · 6 mos
Braymen, Lambert and Noel Securities, Ltd.Broker
March 2003 - December 2015 · 12 yrs 9 mos
Credit Suisse First Boston
January 2003 - April 2003 · 3 mos
Credit Suisse First Boston LLCBroker
January 2003 - April 2003 · 3 mos
Donaldson Lufkin & Jenrette Securities Corporation
May 1999 - January 2003 · 3 yrs 8 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
May 1999 - January 2003 · 3 yrs 8 mos
Morgan Keegan & Company, INC.Broker
December 1996 - May 1999 · 2 yrs 5 mos
Nationsbanc Capital Markets, INC.Broker
August 1994 - February 1997 · 2 yrs 6 mos
Nationsbanc Capital Markets, INC.Broker
April 1991 - March 1994 · 2 yrs 11 mos
Ncnb Securities, INC.Broker
July 1990 - April 1991 · 9 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.