Earl
Seitz

W&S Brokerage Services, Inc

CRD#6770300
Investment Advisor
in San Diego, CA

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About this Advisor

Earl Seitz is a financial advisor based in San Diego, California, working with W&S Brokerage Services, Inc. Earl has previously held positions at Massmutual Life Insurance Company, Mml Investors Services, Knights Of Columbus, State Farm Insurance, Earl G Seitz Insurance Agency, State Farm Vp Management Corp, Goosehead Insurance Agency, Peak American Investment Advisors, Inc, Peak American Financial Group, Inc, Western Southern Life, and W&S Brokerage Services. Earl has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, California, and Texas. Currently, Earl is part of W&S Brokerage Services, Inc, which operates out of San Diego, California. The firm has 57 offices and 85 employees. The firm manages assets totaling $122.9 million and offers services including portfolio management for individuals and small businesses, and the selection of other advisers. The fee structure at W&S Brokerage Services, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

15373 Innovation Drive Suite 253
San Diego, CA 92128-3428

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W&S Brokerage Services, Inc Brokerage Details

Total Assets Under Management

$122,864,622

CA Average: $2,106,341,625
Total Number of Employees

85

CA Average: 34
Total Number of Accounts

451

CA Average: 1,972
Average Account Size

$272,427

CA Average: $1,068,125

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Earl Seitz Work History

2022 - Present (2 years)

Western Southern Life

2022 - Present (2 years)

W&S Brokerage Services

2021 - 2022 (1 year)

Peak American Investment Advisors, Inc

2021 - 2022 (1 year)

Peak American Financial Group, Inc

2020 - 2021 (1 year)

Goosehead Insurance Agency

2019 - 2020 (1 year)

Earl G Seitz Insurance Agency

2019 - 2020 (1 year)

State Farm Vp Management Corp

2018 - 2019 (1 year)

State Farm Insurance

2017 - 2018 (1 year)

Mml Investors Services

2016 - 2018 (2 years)

Massmutual Life Insurance Company

2013 - 2016 (3 years)

Knights Of Columbus

Disclosures

Please visit the SEC profile of Earl Seitz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at W&S Brokerage Services, Inc

Remington Taylor
Cincinnati, OH
Cindy Tsai
Cincinnati, OH
Poh Wah Kenney Yiow
Roanoke, TX
David Adamson
Orland Park, IL
Jeffry Risser
Findlay, OH
Dwayne Daniels
Loveland, OH
Jared Bovinet
Greenville, SC
Vivienne Ather
Jacksonville, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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