Timothy
Stearns
W&S Brokerage Services, Inc
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About this Advisor
Timothy Stearns is a financial advisor working in Cincinnati, Ohio with a total of 5 years of industry experience. Stearns is an employee of W&S Brokerage Services, Inc. Their career trajectory has included roles at Envestnet Asset Management, Inc, Portfolio Brokerage Service, Inc, Ifs Financial Services Inc and Touchstone Securities Inc. Stearns maintains Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Ohio. W&S Brokerage Services, Inc is a firm based out of Cincinnati, OH. The firm has offices in 50 locations and a total of 71 employees. It oversees $54 million in assets between its 233 accounts, making it one of the smaller firms in the nation by assets under management. The company performs a few services, including portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees depend on the type of financial services offered. However, fees billed 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
Timothy Stearns Work History
Timothy has been registered as a financial advisor for 5 years.*
Ifs Financial Services Inc
Touchstone Securities Inc
Envestnet Asset Management, Inc
Portfolio Brokerage Service, Inc
*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 Timothy Stearns to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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