Advisor at Taylor Stephens, Inc.
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Firm
Taylor Stephens, Inc.
Location
Lake Kiowa, TX
Credentials
Series 63
Industry experience
50 years
William Brinson is a financial advisor at Taylor Stephens, Inc. with 50 years of industry experience. He holds a Series 63 designation and has worked with Taylor Stephens since 1990, alongside operating A. Cole Stephens & Associates, Inc., an inactive actuarial services business. In addition, he has been a self-employed insurance agent since 1969, licensed in multiple lines of life, accident, health, and property and casualty insurance. Taylor Stephens, Inc. provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm uses customized, asset-allocation based investment approaches and offers a combination of advisor-managed and sub-advised programs, with a notable focus on non-discretionary asset management.
Based on Taylor Stephens, Inc.
$0 - $500,000: up to 1.50% $500,000+: up to 1.00%
Fee-only: Negotiable annualized percentage of assets under management, up to 1.50%
Lake Kiowa, TX
Texas
Taylor Stephens, Inc.
2007 - 2016 (9 years)
Taylor Stephens, Inc.
1990 - Present (36 years)
A. Cole Stephens & Assoc, Inc
1977 - Present (49 years)
Self-Employed Insurance Agent
1969 - Present (57 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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SPC
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