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).
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Total Assets Under Management123MILLION
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Total Number of Accounts451ACCOUNTS
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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)
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
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.
Benjamin Wallace (CRD# 4384718) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Westlake, TX and has over 22 years of experience in the finance industry.
Stacy Wasserman (CRD# 2741550) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Westlake, TX and has over 6 years of experience in the finance industry.
David Adamson (CRD# 2948548) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Orland Park, IL and has over 26 years of experience in the finance industry.
Byron Allen (CRD# 5616007) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Hickory, NC and has over 15 years of experience in the finance industry.
Stefan Biddinger (CRD# 7290432) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Miamisburg, OH and has over 2 years of experience in the finance industry.
Scott Bliss (CRD# 7423810) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Findlay, OH and has 1 year of experience in the finance industry.
Julie Calhoun (CRD# 4971464) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Cincinnati, OH and has over 18 years of experience in the finance industry.
Gareth Caluducan (CRD# 6470221) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Willoughby, OH and has 1 year of experience in the finance industry.
Bonnie Celia (CRD# 5694612) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Kinston, NC and has over 14 years of experience in the finance industry.