WB

William Kent Brinson

Taylor Stephens, INC.
50 Years of Experience
View SEC Summary
View SEC Summary

Firm Information

Taylor Stephens, INC.
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

Lake Kiowa, TX

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Regulatory History (8)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
September 2005
Civil
July 2005
Final
Customer Dispute
July 2005
Settled
Customer Dispute
November 2003
Settled
Customer Dispute
March 2003
Settled
Customer Dispute
July 2001
Award / Judgment
Customer Dispute
June 1998
Settled
Customer Dispute
January 1997
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

William has been a self-employed insurance agent since 1969, selling various insurance products, and this takes approximately 40% of his time. He is also the president and owner of an inactive actuarial services business, A. Cole Stephens & Associates, Inc., which requires minimal time.

Employment History
Current Registrations
Taylor Stephens, INC.
October 2003 - Present · 22 yrs 3 mos
Previous Registrations
Braymen Lambert and Noel Investment Management
October 2015 - November 2015 · 1 mo
Braymen, Lambert and Noel Securities, Ltd.Broker
August 2015 - November 2015 · 3 mos
S&p Investors, INC.Broker
May 2000 - September 2012 · 12 yrs 4 mos
Miller, Johnson & Kuehn, IncorporatedBroker
December 1999 - May 2000 · 5 mos
Private Brokers CorporationBroker
September 1998 - December 1999 · 1 yr 3 mos
Fetterman Investments, INC.Broker
May 1991 - September 1998 · 7 yrs 4 mos
H. Beck, INC.Broker
December 1989 - October 1991 · 1 yr 10 mos
Cherrywood Development Trust, INC.Broker
January 1984 - November 1988 · 4 yrs 10 mos
Mony Sales, INC.Broker
May 1974 - July 1983 · 9 yrs 2 mos
The Mutual Life Insurance Company of New YorkBroker
May 1974 - July 1983 · 9 yrs 2 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.