Phillip
West
W&S Brokerage Services, Inc
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About this Advisor
Phillip West is a financial advisor who works in Asheville, North Carolina. West is an advisor for W&S Brokerage Services, Inc. Over the course of their career, they have held roles at Western Southern Life, W&S Brokerage Services, Advanced Compositing Technologies, Salesstaff Inc and Symmetry Financial Grp/ Senior Life. West holds Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in North Carolina. W&S Brokerage Services, Inc is a firm that has its headquarters in Cincinnati, OH. It has offices in 50 locations and a total of 71 advisors. It administers $54 million in assets among its 233 accounts, making it one of the smaller financial advisory firms in the nation by assets under management. W&S Brokerage Services, Inc provides a set of services, such as portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice depend on which service is provided. Fees 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
Phillip West Work History
Phillip has been registered as a financial advisor for 0 years.*
W&S Brokerage Services
Western Southern Life
Advanced Compositing Technologies
Salesstaff Inc
Symmetry Financial Grp/ Senior Life
*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 Phillip West 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
Troy, MI
Wayne, PA
Cincinnati, OH
Cary, NC
Wayne, PA
Findlay, OH
Ft Mitchell, KY
Asheville, 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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