David
Coe
W&S Brokerage Services, Inc
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About this Advisor
David Coe is a financial advisor based in Tampa, Florida, working with W&S Brokerage Services, Inc. David has previously held positions at T. Rowe Price, Lincoln Investment, W&S Brokerage Services, Inc, Western Southern Life, Times Square Pizza, 4Ward Marketing, and Wise and Underground Smoke Shop. David has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, David is part of W&S Brokerage Services, Inc, which operates out of Tampa, Florida. The firm has 57 offices and 85 employees. The firm manages assets totaling $122.9 million. The services offered by the firm include portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at W&S Brokerage Services, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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W&S Brokerage Services, Inc Brokerage Details
$122,864,622
85
451
$272,427
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
David Coe Work History
W&S Brokerage Services, Inc
Western Southern Life
Times Square Pizza
4Ward Marketing
Wise
Underground Smoke Shop
Lincoln Investment
T. Rowe Price
Disclosures
Please visit the SEC profile of David Coe 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
Findlay, OH
Orland Park, IL
Greenville, SC
Indianapolis, IN
Jacksonville, FL
Cincinnati, OH
Loveland, OH
Roanoke, TX
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