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Brian Kenneth Taylor

Fisher Investments

Plano, TX

CRD 2064037

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Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • PORTFOLIO ASSESSMENT

From the firm’s Form ADV. Read the guides:

Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-12
  • TX RA
    APPROVED
    Since 2026-02-12

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Massmutual Life Insurance Co Dallas TX 06/2025 01/2026
Mml Investors Services, Llc Dallas TX 10/2025 01/2026
Mcafee, Llc Frisco TX 04/2004 08/2024
Unemployed Frisco TX 09/2024 05/2025
Fisher Investments Plano TX 01/2026 Present
  • 06/2025 → 01/2026
    Massmutual Life Insurance Co
    Dallas, TX
  • 10/2025 → 01/2026
    Mml Investors Services, Llc
    Dallas, TX
  • 04/2004 → 08/2024
    Mcafee, Llc
    Frisco, TX
  • 09/2024 → 05/2025
    Unemployed
    Frisco, TX
  • 01/2026 → Present
    Plano, TX
Other Businesses

NAME: TAYLORS TEXAS TIMEOUTS LLC INV REL: Y ADD: RESIDENTIAL NATURE: SHORT TERM RENTAL POSITION: MANAGER/OWNER START DATE: 01/25/2023 No. HR/MO: 2. No. HR/MO DURING SEC TRADING: 0. DESCRIBE DUTIES: MANAGE, CONTROL AND OPERATE THE COMPANY.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-12
S66 Uniform Combined State Law Examination 2025-11-24
S63 Uniform Securities Agent State Law Examination 1994-12-28
  • S65 Uniform Investment Adviser Law Examination
    2026-02-12
  • S66 Uniform Combined State Law Examination
    2025-11-24
  • S63 Uniform Securities Agent State Law Examination
    1994-12-28
Other Names
  • Brian Kenneth Taylor
  • Brian K Taylor

View on SEC IAPD

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