William Brinson
William Brinson is a registered investment advisor at Taylor Stephens, INC., based in Lake Kiowa, TX, with 50 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 69 clients with $39M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Taylor Stephens, Inc. (TSI) offers two investment programs. The Advisor Managed Program (AMP) is no longer accepting new clients. The Structured Investing Program clients pay an annual fee for services provided by TSI and Focus Partners, based on a percentage of the value of your investments. The maximum fee charged by TSI is 1.50%.
Location
Lake Kiowa, TX
Get directionsHistory
Regulatory History (8)
Judgment / Lien
September 2005Civil
July 2005Customer Dispute
July 2005Customer Dispute
November 2003Customer Dispute
March 2003Customer Dispute
July 2001Customer Dispute
June 1998Customer Dispute
January 1997Other Business ActivitiesSells Insurance
William has been a self-employed insurance agent since 1969, selling various insurance products, and this takes approximately 40% of his time. He is also the president and owner of an inactive actuarial services business, A. Cole Stephens & Associates, Inc., which requires minimal time.
Employment History
Current Registrations
Taylor Stephens, INC.
Previous Registrations
Braymen Lambert and Noel Investment Management
Braymen, Lambert and Noel Securities, LTD.Broker
S&p Investors, INC.Broker
Miller, Johnson & Kuehn, IncorporatedBroker
Private Brokers CorporationBroker
Fetterman Investments, INC.Broker
H. Beck, INC.Broker
Cherrywood Development Trust, INC.Broker
Mony Sales, INC.Broker
The Mutual Life Insurance Company of New YorkBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.