WB

William K. Brinson

TAYLOR STEPHENS
Lake Kiowa, TX
Some features on this profile are disabled
CRD#: 30774
WB

Professional summary


William Kent Brinson, who also goes by Bill Brinson, is a registered financial advisor currently at TAYLOR STEPHENS, INC. located in Lake Kiowa, Texas.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1974. William has worked at 10 firms and has passed the Series 63, SIE and Series 1 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Bill Brinson

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.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - RIA


Click below to view William Kent Brinson'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®
None

Experience


Current

October 24, 2003 - Present

TAYLOR STEPHENS, INC.

RIA
CRD#: 110055
Lake Kiowa, TX
Past

October 14, 2015 - November 30, 2015

BRAYMEN, LAMBERT AND NOEL SECURITIES, LTD.

RIA
CRD#: 124902
IRVING, TX
Past

August 14, 2015 - November 30, 2015

BRAYMEN, LAMBERT AND NOEL SECURITIES, LTD.

BD
CRD#: 124902
IRVING, TX
Past

May 10, 2000 - September 24, 2012

S&P INVESTORS, INC.

BD
CRD#: 18421
DALLAS, TX
Past

December 10, 1999 - May 31, 2000

MJK CLEARING, INC.

BD
CRD#: 8678
MINNEAPOLIS, MN
Past

September 2, 1998 - December 10, 1999

PRIVATE BROKERS CORPORATION

BD
CRD#: 18314
DALLAS, TX
Past

May 17, 1991 - September 25, 1998

FETTERMAN INVESTMENTS, INC.

BD
CRD#: 17028
DALLAS, TX
Past

December 1, 1989 - October 1, 1991

GROVE POINT INVESTMENTS, LLC

BD
CRD#: 1763
ROCKVILLE, MD
Past

January 24, 1984 - November 22, 1988

CHERRYWOOD DEVELOPMENT TRUST, INC.

BD
CRD#: 10198
Past

May 14, 1974 - July 14, 1983

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK

BD
CRD#: 2873
Past

May 14, 1974 - July 14, 1983

MONY SECURITIES CORPORATION

BD
CRD#: 4386

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.

Highlighted states indicate IAR registrations

IAR
Texas
(10/24/2003)

Exams


State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 5/8/1974
Registered Representative Examination

Current Firm


TS
TAYLOR STEPHENS, INC.
TAYLOR STEPHENS INC | TAYLOR STEPHENS, INC.

CRD#: 110055 / SEC#: 801-36895

RIA
Registered Investment Advisory firm - (6/27/2012 Terminated)
Oklahoma
Registered Investment Advisory firm - (8/26/2019 Terminated)
Texas
Registered Investment Advisory firm - (5/30/2012 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Coppell, TX
Mailing Address
Phone number
(972) 991-1181
Established
Firm type
Fiscal year end
# of Employees
1

Regulatory assets under management


Total Number of Accounts69
AUM (Assets Under Management)$ 39,211,906

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


TAYLOR STEPHENS, INC.

CRD#: 110055Lake Kiowa, TX

TRUST BUT VERIFY

Monitor William Brinson

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Helena, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
Estero, FL
Jeffrey Paul Meotti
Jeffrey MeottiAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
MADISON, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.