W&s Brokerage Services, Inc.

W&s Brokerage Services, Inc. (CRD# 8099) is a financial advisory firm headquartered in Cincinnati, OH. They manage $122,864,622 in 451 accounts and serve the financial needs of clients across 29 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    123
    MILLION
  • Total Number of Accounts
    451
    ACCOUNTS
  • Average Account Value
    $272,427
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, DC, DE, FL, GA, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, NC, NM, NV, OH, PA, SC, TN, TX, VA, WI, WV

Financial Advisors at W&s Brokerage Services, Inc.
Showing 1 - 10 of 68 top financial advisors.
1
Hussain M. Ali
CRD#: 4306804
315 South College, Suite 222, Lafayette, LA 70503

Hussain Ali (CRD# 4306804) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Lafayette, LA and has over 19 years of experience in the finance industry.

2
Scott Beal
CRD#: 7027077
2620b N Wooster Ave, Dover, OH 44622

Scott Beal (CRD# 7027077) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Dover, OH and has over 5 years of experience in the finance industry.

3
Mary B. Blair
CRD#: 6723568
303 Broadway, 16th Floor, Cincinnati, OH 45202

Mary Blair (CRD# 6723568) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Cincinnati, OH and has over 6 years of experience in the finance industry.

4
Kevin D. Burns
CRD#: 4125229
400 Broadway, 4th Floor, Cincinnati, OH 45202

Kevin Burns (CRD# 4125229) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Cincinnati, OH and has over 24 years of experience in the finance industry.

5
Arthur M. Chen
CRD#: 2784305
15373 Innovation Drive, Suite 253, San Diego, CA 92128

Arthur Chen (CRD# 2784305) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in San Diego, CA and has over 27 years of experience in the finance industry.

6
Patrick J. Dulzer
CRD#: 5557964
4230 State Route 306, Suite 300, Willoughby, OH 44094

Patrick Dulzer (CRD# 5557964) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Willoughby, OH and has over 8 years of experience in the finance industry.

7
David J. Fuehner
CRD#: 2999428
909 Wright's Summit Pkwy, Suite 100, Fort Wright, KY 41017

David Fuehner (CRD# 2999428) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Fort Wright, KY and has over 26 years of experience in the finance industry.

8
Kyle T. Gleich
CRD#: 5807765
1583 Victor Road Nw, Lancaster, OH 43130

Kyle Gleich (CRD# 5807765) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Lancaster, OH and has over 7 years of experience in the finance industry.

9
Ben J. Holman
CRD#: 4095990
400 Broadway, 4th Floor, Cincinnati, OH 45202

Ben Holman (CRD# 4095990) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Cincinnati, OH and has over 24 years of experience in the finance industry.

10
R B. Horn
CRD#: 4874049
9050 Centre Point Drive, Suite 180, West Chester, OH 45069

R Horn (CRD# 4874049) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in West Chester, OH and has over 9 years of experience in the finance industry.

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