Patrick
Tang
W&S Brokerage Services, Inc
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About this Advisor
Patrick Tang is a financial advisor operating out of Charleston, South Carolina who has 1 year of industry experience. Tang is an employee of W&S Brokerage Services, Inc. During their career, Tang has held roles at Western & Southern Life, W&S Brokerage Services, Teksystems, Dan Dougherty - State Farm, Great Escape Delaware, Ohio Wesleyan University, Famous Footwear and John Dickinson High School. Tang holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in South Carolina. W&S Brokerage Services, Inc is a financial advisory company headquartered in Cincinnati, OH. It has offices in 50 locations and a total of 71 people on staff. It controls $54 million in total assets among its 233 customer accounts, making it one of the smaller financial advisory firms in the country by assets under management. The business provides a few services, such as portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules vary depending on which services the firm provides the client. However, 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
Patrick Tang Work History
Patrick has been registered as a financial advisor for 1 years.*
Western & Southern Life
W&S Brokerage Services
Teksystems
Dan Dougherty - State Farm
Great Escape Delaware
Ohio Wesleyan University
Famous Footwear
Ohio Wesleyan University
John Dickinson High School
*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 Patrick Tang 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
Ft Mitchell, KY
Wayne, PA
Cary, NC
Asheville, NC
Cary, NC
Findlay, OH
Cincinnati, OH
Wayne, PA
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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