TAYLOR STEPHENS, INC. of DALLAS, TX is an SEC-registered investment adviser (CRD 110055). Regulatory assets under management: $39.2M. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM.
Clients served: High net worth.
| Name | Role | Location |
|---|---|---|
| Taylor Allen | CHAIRMAN EMERITUS/DIRECTOR; PRESIDENT/DIRECTOR | Greer, SC |
| BRINSON WILLIAM KENT | CHAIRMAN/SECRETARY; DIRECTOR/SECRETARY; DIRECTOR/SECRETARY/CHIEF COMPLIANCE OFFICER (+2 more) | — |
| BRINSON LISA KATHRYN | PARTNER | — |
| ROARK STEPHANIE DAWN BRINSON | PARTNER | — |