Rene Tamez (CRD# 3166952) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Houston, TX and has over 25 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| W&s Brokerage Services | Cincinnati, OH | Oct 2020 - Current | 3 |
| Western Southern Life | Houston, TX | Sep 2020 - Current | 3 |
| Oneamerica Securities | Houston, TX | Nov 2019 - Current | 4 |
| American United Life | Houston, TX | Sep 2019 - Current | 4 |
| Onehouston Financial | Houston, TX | Nov 2019 - Sep 2020 | < 1 |
| Wealth Development Strategies | Houston, TX | Apr 2019 - Nov 2019 | < 1 |
| Penn Mutual Life Ins Co | Horsham, PA | Apr 2019 - Aug 2019 | < 1 |
| Hornor Townsend & Kent LLC | Horsham, PA | Apr 2019 - Aug 2019 | < 1 |
| Thrivent Financial | Houston, TX | May 2017 - Apr 2019 | 1 |
| Unemployed | Houston, TX | Dec 2018 - Mar 2019 | < 1 |
| Thrivent Financial | Appleton, WI | Nov 2017 - Dec 2018 | 1 |
| Thrivent Investment Management Inc. | Houston, TX | May 2017 - Dec 2018 | 1 |
| Thrivent Financial | Appleton, WI | May 2017 - Nov 2017 | < 1 |
| Allstate Insurance Co | Houston, TX | Oct 2014 - May 2017 | 2 |
| Allstate Insurance Companies | Houston, TX | Oct 2014 - May 2017 | 2 |
| Rene Tamez Insurance Agency | Spring, TX | Oct 2013 - Oct 2014 | 1 |
| State Farm Vp Management Corp | Spring, TX | Apr 2013 - Oct 2014 | 1 |
| State Farm Insurance Companies | Houston, TX | Aug 1998 - Oct 2014 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1999 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2017 |
- TX
-
Total Assets Under Management123MILLIONS
-
Total Number of Accounts451ACCOUNTS
-
Average Account Value$272,427
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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