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TC

Taylor S. Chipp

STANCORP EQUITIES
PORTLAND, OR 97204
Some features on this profile are disabled
CRD#: 6019841
TC
Taylor Stone ChippSTANCORP EQUITIES

Professional summary

Taylor Stone Chipp, who also goes by Taylor Kalyn Chipp, Taylor Kalyn Stone, Taylor Stone Chipp, is a registered financial professional currently at STANCORP EQUITIES, INC. located in Portland, Oregon.

Taylor is registered as a RR (Registered Representative) and started their career in finance in 2012. Taylor has worked at 5 firms and has passed the Series 63, SIE and Series 6 exams.

Aliases

Taylor Kalyn Chipp | Taylor Kalyn Stone | Taylor Stone Chipp

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Taylor Stone Chipp'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

September 9, 2026 - Present

STANCORP EQUITIES, INC.

Office #1: 1100 Sw 6th Avenue, Portland, OR 97204
BD
CRD#: 19517
PORTLAND, OR
Past

October 31, 2025 - September 17, 2026

WORLD INVESTMENTS, LLC

BD
CRD#: 20626
Santa Barbara, CA
Past

September 1, 2017 - October 31, 2025

PENSIONMARK SECURITIES, LLC

BD
CRD#: 283952
Santa Barbara, CA
Past

June 12, 2015 - September 1, 2017

CAPFINANCIAL SECURITIES, LLC.

BD
CRD#: 126291
Santa Barbara, CA
Past

October 3, 2012 - May 21, 2015

LPL FINANCIAL LLC

BD
CRD#: 6413
SANTA BARBARA, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
California
(9/9/2026)

Exams

What does exam status mean?
State Security Law Exam
RR
Series 63
Status Unavailable
Passed: 11/20/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Status Unavailable
Passed: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Status Unavailable
Passed: 10/2/2012
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

SE
STANCORP EQUITIES, INC.
STANCORP EQUITIES, INC. | STANWEST EQUITIES, INC. | STANDARD EQUITIES, INC.

CRD#: 19517 / SEC#: , 8-37563

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information

Main Address
1100 Sw Sixth Avenue, Portland, OR 97204-1093
Mailing Address
900 Sw 5th Avenue, C22, Portland, OR 97204-1093
Phone number
(971) 321-8830
Established
Oregon since 10/02/1986
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (51 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
STANCORP FINANCIAL GROUP, INC.OWNER OF STANCORP EQUITIES, INC.
BURLIE, JASON MATTHEWPRESIDENT4072452
HUANG, JAMES PEI-YUENSECRETARY4020305
LIM, CHARLESCHIEF COMPLIANCE OFFICER5039063
MARTIN, SHANNON MICHELLE2ND VICE PRESIDENT AND ASSISTANT CONTROLLER7616238
PAGLIARULO, DAVID CTREASURER, FINOP6883045

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

STANCORP EQUITIES, INC.

CRD#: 19517Portland, OR 97204

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