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Financial ADVSR advisor directory · SEC adviser records

W&S Brokerage Services, Inc. financial advisors in Westlake, TX

Every SEC-registered investment adviser representative at a W&S Brokerage Services, Inc. office in Westlake, A to Z.

The short answer

3 registered advisors work at W&S Brokerage Services, Inc. in Westlake, out of 98 at the firm nationwide; it ranks number 6 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

W&S Brokerage Services, Inc. advisors in Westlake, A to Z

Every W&S Brokerage Services, Inc. advisor →

W&S Brokerage Services, Inc. advisors in every city and state →W&S Brokerage Services, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

W&S Brokerage Services, Inc. advisors in other cities

Cincinnati, OH 14Findlay, OH 6Willoughby, OH 5Daniel Island, SC 4Indianapolis, IN 4Troy, MI 4Cerritos, CA 3Fort Wright, KY 3Independence, OH 3Lafayette, LA 3Las Vegas, NV 3Loveland, OH 3Tampa, FL 3Cary, NC 2Columbus, OH 2

Other firms in Westlake

All Westlake advisors →

Charles Schwab & Co., Inc. 788Strategic Advisers LLC 481Schwab Wealth Advisory, Inc. 177Meristead Wealth, LLC 11Truist Advisory Services, Inc. 4

Questions

How many financial advisors does W&S Brokerage Services, Inc. have in Westlake?

3 investment adviser representatives are registered at W&S Brokerage Services, Inc. offices in Westlake, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 98 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Is W&S Brokerage Services, Inc. one of the largest advisor employers in Westlake?

W&S Brokerage Services, Inc. ranks number 6 in Westlake by registered advisors; Charles Schwab & Co., Inc. has the most, with 788.

How do I check a W&S Brokerage Services, Inc. advisor in Westlake?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the W&S Brokerage Services, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.