WC
William B. Candler
CABIN ADVISORS
Overland Park, KS 66223
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CRD#: 2802438
WC
Professional summary
William Brian Candler, who also goes by Brian Candler, is a registered financial advisor currently at CABIN ADVISORS, LLC located in Overland Park, Kansas and CABIN SECURITIES, INC. located in Overland Park, Kansas.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. William has worked at 7 firms and has passed the Series 65, Series 63, Series 79TO, Series 99TO, SIE, Series 7, Series 27, Series 4 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brian Candler
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
JCC Capital Markets LLC, 3/2014, Pasadena, CA, Registered Principal, Investment Related Cabin Securities Inc., Investment Related, Overland Park, KS, 9/2005,Owner, Finop Directpost Inc., Investment Related, minority owner, All securities transactions supervised by Cabin Securities Valley Point, LLC, Member since 2018, Investment Related, All securities & investment activity supervised through Cabin Securities, Inc. Cabin Advisors LLC, Since 1/2020, Managing Partner Overland Park KS, Investment Related Registered Investment Advisor Ozark Kri-Kri, LLC, Partner, since August 2023; Gravette Arkansas; Animal breeding on family farm. Not Investment Related.
CRS (Client Relationship Summary) - RIA
Click below to view William Brian Candler's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 31, 2022 - Present
CABIN ADVISORS, LLC
Office #1: 6240 W. 135th Street Suite 214, Overland Park, KS 66223RIA
CRD#: 312547
Overland Park, KS
Current
March 3, 2006 - Present
CABIN SECURITIES, INC.
Office #1: 6240 W 135th Street, Suite 214, Overland Park, KS 66223BD
CRD#: 137608
Overland Park, KS
Current
August 11, 2016 - Present
JCC CAPITAL MARKETS, LLC
Office #1: 6240 W 135th Street Ste 214, Overland Park, KS 66223Office #2: 30011 Ivy Glenn Dr #220, Laguna Niguel, CA 92677BD
CRD#: 146776
Overland Park, KS
Past
April 1, 2014 - June 27, 2016
JCC CAPITAL MARKETS, LLC
BD
CRD#: 146776
LAGUNA NIGUEL, CA
Past
March 30, 2011 - November 15, 2012
CONNOR CAPITAL INVESTMENTS, LLC
BD
CRD#: 153478
CHICAGO, IL
Past
October 29, 2002 - May 8, 2008
BURCH & COMPANY, INC
BD
CRD#: 102280
CENTENNIAL, CO
Past
January 30, 2002 - August 9, 2002
ARGENT INVESTMENT SERVICES, INC.
BD
CRD#: 25624
RUSTON, LA
Past
September 5, 2000 - December 31, 2001
BURCH & COMPANY, INC
BD
CRD#: 102280
KANSAS CITY, MO
Past
October 10, 1996 - September 20, 2000
VSR FINANCIAL SERVICES, INC.
BD
CRD#: 14503
OVERLAND PARK, KS
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CA
CABIN ADVISORS, LLC
CABIN ADVISORS, LLC
CRD#: 312547 / SEC#: 801-132884
RIA
Registered Investment Advisory firm - (5/29/2025 Approved)Arizona
Registered Investment Advisory firm - (5/30/2025 Terminated)California
Registered Investment Advisory firm - (6/29/2025 Terminated)Indiana
Registered Investment Advisory firm - (6/2/2025 Terminated)Iowa
Registered Investment Advisory firm - (6/3/2025 Terminated)Kansas
Registered Investment Advisory firm - (5/30/2025 Terminated)Tennessee
Registered Investment Advisory firm - (5/30/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arkansas(4/1/2020)
IAR
California(7/6/2022)
RR
California(6/7/2023)
RR
District of Columbia(3/6/2020)
RR
Indiana(10/16/2019)
RR
Kansas(4/5/2006)
IAR
Kansas(1/31/2022)
RR
Missouri(3/3/2006)
RR
New Jersey(11/8/2023)
RR
New Mexico(6/2/2014)
RR
North Dakota(4/16/2017)
RR
Ohio(4/14/2015)
RR
Oklahoma(8/29/2017)
RR
Pennsylvania(1/22/2016)
RR
Puerto Rico(2/9/2024)
RR
South Carolina(9/25/2024)
RR
Texas(12/14/2016)
RR
Utah(2/24/2020)
RR
Vermont(6/18/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CA
CABIN ADVISORS, LLC
CABIN ADVISORS, LLC
CRD#: 312547 / SEC#: 801-132884
RIA
Registered Investment Advisory firm - (5/29/2025 Approved)Arizona
Registered Investment Advisory firm - (5/30/2025 Terminated)California
Registered Investment Advisory firm - (6/29/2025 Terminated)Indiana
Registered Investment Advisory firm - (6/2/2025 Terminated)Iowa
Registered Investment Advisory firm - (6/3/2025 Terminated)Kansas
Registered Investment Advisory firm - (5/30/2025 Terminated)Tennessee
Registered Investment Advisory firm - (5/30/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6240 W. 135th Street Suite 214, Overland Park, KS 66223
Mailing Address
Phone number
(913) 933-3351
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (34 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 561 |
| AUM (Assets Under Management) | $ 133,637,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CABIN ADVISORS, LLC
CRD#: 312547Overland Park, KS 66223TRUST BUT VERIFY
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