AdFi
BL

Brian Lee Taylor

Investment Adviser Representative at CORNERSTONE SECURITIES LLC

Overland Park, KSCRD #4337776Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
11 yrs
States Registered
3 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
IllinoisKansasMissouri
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/18/2015
Series 63
Uniform Securities Agent State Law Examination
Passed 4/18/2006
SIE
Securities Industry Essentials Examination
Passed 8/7/2015
Series 7
General Securities Representative Examination
Passed 2/25/2003
Series 24
General Securities Principal Examination
Passed 4/27/2012

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.02
Source

Cornerstone Securities LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CORNERSTONE SECURITIES LLCCurrent
9/28/2017Overland Park, KS
WISE WEALTH, LLC
8/18/20159/28/2017Lee's Summit, MO

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at CORNERSTONE SECURITIES LLC

9 other advisors in the directory

View CORNERSTONE SECURITIES LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brian Lee Taylor has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Brian Lee Taylor - Financial Advisor in Overland Park, KS | AdvisorFinder