James
Schleicher
W&S Brokerage Services, Inc
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About this Advisor
James Schleicher is a financial advisor based in Willoughby, Ohio, working with W&S Brokerage Services, Inc. James has previously held positions at Western Southern Life and W&S Brokerage Services. James has passed the Series 63 regulatory exam and is registered to provide services in Alabama, California, Florida, North Carolina, Ohio, and West Virginia. Currently, James is part of W&S Brokerage Services, Inc, which operates out of Willoughby, Ohio. 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, as well as the 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
James Schleicher Work History
Western Southern Life
W&S Brokerage Services
Disclosures
Please visit the SEC profile of James Schleicher 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
Cincinnati, OH
Greenville, SC
Indianapolis, IN
Jacksonville, FL
Cincinnati, OH
Loveland, OH
Roanoke, TX
Findlay, OH
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