Rene
Tamez
W&S Brokerage Services, Inc
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About this Advisor
Rene Tamez is a financial advisor working out of Houston, Texas with 3 years of industry experience. Tamez is on the advisory team at W&S Brokerage Services, Inc. The advisor has gained experience at Allstate Insurance Co, Rene Tamez Insurance Agency, State Farm Vp Management Corp, Thrivent Investment Management Inc, Onehouston Financial, State Farm Insurance Companies, State Farm Insurance, Thrivent Financial, Penn Mutual Life Ins Co, Hornor Townsend & Kent LLC, American United Life, Oneamerica Securities, W&S Brokerage Services, Western Southern Life, Wealth Development Strategies and Allstate Insurance Companies. Tamez maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Texas. W&S Brokerage Services, Inc is a registered investment company based in Cincinnati, OH. It has offices in 50 locations and a total of 71 people on staff. It manages $54 million in assets between its 233 customer accounts, making it one of the smaller investment advisory firms in the country by assets under management. W&S Brokerage Services, Inc provides a few services, such as portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees usually depend on which services are provided. Fee types charged by W&S Brokerage Services, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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W&S Brokerage Services, Inc Brokerage Details
$53,837,000
71
233
$231,060
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Rene Tamez Work History
Rene has been registered as a financial advisor for 3 years.*
W&S Brokerage Services
Western Southern Life
American United Life
Oneamerica Securities
Onehouston Financial
Penn Mutual Life Ins Co
Hornor Townsend & Kent LLC
Wealth Development Strategies
Thrivent Investment Management Inc
Thrivent Financial
Thrivent Financial
Thrivent Financial
Allstate Insurance Co
Allstate Insurance Companies
Rene Tamez Insurance Agency
State Farm Vp Management Corp
State Farm Insurance
State Farm Insurance Companies
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Rene Tamez 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
Wayne, PA
Asheville, NC
Cincinnati, OH
Troy, MI
Ft Mitchell, KY
Cary, NC
Wayne, PA
Cary, NC
The content in this profile was updated by SmartAsset on 4/16/2023. 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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