BT
Brian L. Taylor
CORNERSTONE SECURITIES LLC
Overland Park, KS 66209
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CRD#: 4337776
BT
Professional summary
Brian Lee Taylor, AIF® is a registered financial advisor currently at CORNERSTONE SECURITIES LLC located in Overland Park, Kansas.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Brian has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1) INDEPENDENT INSURANCE AGENT - SELLING FIXED LIFE, FIXED ANNUITIES AND LONG TERM CARE - 5 TO 10 HOURS PER MONTH
CRS (Client Relationship Summary) - RIA
Click below to view Brian Lee Taylor'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®
Experience
Current
September 28, 2017 - Present
CORNERSTONE SECURITIES LLC
Office #1: 6710 W 121st St Suite 200, Overland Park, KS 66209RIA
CRD#: 140379
Overland Park, KS
Past
August 18, 2015 - September 28, 2017
WISE WEALTH, LLC
RIA
CRD#: 143421
LEE'S SUMMIT, MO
Past
December 19, 2005 - August 7, 2015
IVY DISTRIBUTORS, INC.
BD
CRD#: 16496
OVERLAND PARK, KS
Past
August 8, 2003 - August 7, 2015
WADDELL & REED
BD
CRD#: 866
OVERLAND PARK, KS
Past
February 27, 2003 - May 1, 2003
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
DES MOINES, IA
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".
CS
CORNERSTONE SECURITIES LLC
CORNERSTONE SECURITIES LLC
CRD#: 140379 / SEC#: 801-133715
RIA
Registered Investment Advisory firm - (6/20/2025 Approved)Arkansas
Registered Investment Advisory firm - (2/2/2024 Terminated)California
Registered Investment Advisory firm - (6/25/2018 Approved)Connecticut
Registered Investment Advisory firm - (12/31/2013 Terminated)Florida
Registered Investment Advisory firm - (12/5/2018 Approved)Illinois
Registered Investment Advisory firm - (5/20/2014 Approved)Kansas
Registered Investment Advisory firm - (5/19/2006 Approved)Louisiana
Registered Investment Advisory firm - (12/20/2012 Terminated)Missouri
Registered Investment Advisory firm - (4/24/2006 Approved)North Carolina
Registered Investment Advisory firm - (5/19/2017 Approved)Oklahoma
Registered Investment Advisory firm - (12/20/2012 Terminated)Oregon
Registered Investment Advisory firm - (11/19/2019 Approved)Texas
Registered Investment Advisory firm - (3/14/2018 Approved)Wisconsin
Registered Investment Advisory firm - (12/31/2013 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.Highlighted states indicate IAR registrations
IAR
Kansas(9/28/2017)
IAR
Missouri(9/28/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
CS
CORNERSTONE SECURITIES LLC
CORNERSTONE SECURITIES LLC
CRD#: 140379 / SEC#: 801-133715
RIA
Registered Investment Advisory firm - (6/20/2025 Approved)Arkansas
Registered Investment Advisory firm - (2/2/2024 Terminated)California
Registered Investment Advisory firm - (6/25/2018 Approved)Connecticut
Registered Investment Advisory firm - (12/31/2013 Terminated)Florida
Registered Investment Advisory firm - (12/5/2018 Approved)Illinois
Registered Investment Advisory firm - (5/20/2014 Approved)Kansas
Registered Investment Advisory firm - (5/19/2006 Approved)Louisiana
Registered Investment Advisory firm - (12/20/2012 Terminated)Missouri
Registered Investment Advisory firm - (4/24/2006 Approved)North Carolina
Registered Investment Advisory firm - (5/19/2017 Approved)Oklahoma
Registered Investment Advisory firm - (12/20/2012 Terminated)Oregon
Registered Investment Advisory firm - (11/19/2019 Approved)Texas
Registered Investment Advisory firm - (3/14/2018 Approved)Wisconsin
Registered Investment Advisory firm - (12/31/2013 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6710 W 121st St Suite 200, Overland Park, KS 66209
Mailing Address
Phone number
(913) 538-5483
Established
Firm type
Fiscal year end
# of Employees
10
Documents
Regulatory assets under management
| Total Number of Accounts | 800 |
| AUM (Assets Under Management) | $ 175,000,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
