Patrick
Tang
W&S Brokerage Services, Inc
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About this Advisor
Patrick Tang is a financial advisor based in Charleston, South Carolina, working with W&S Brokerage Services, Inc. Patrick has previously held positions at Western & Southern Life, W&S Brokerage Services, Teksystems, Dan Dougherty - State Farm, Great Escape Delaware, Ohio Wesleyan University, and Famous Footwear. Patrick has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Delaware, Pennsylvania, and South Carolina. Currently, Patrick is part of W&S Brokerage Services, Inc, which operates out of Charleston, South Carolina. The firm has 57 offices and 85 employees. The firm manages assets totaling $122.9 million. The services offered by the firm include portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at W&S Brokerage Services, Inc includes asset-based fees.
Certifications and Registrations
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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
Patrick Tang Work History
Western & Southern Life
W&S Brokerage Services
Teksystems
Dan Dougherty - State Farm
Great Escape Delaware
Ohio Wesleyan University
Famous Footwear
Ohio Wesleyan University
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
Greenville, SC
Cincinnati, OH
Indianapolis, IN
Findlay, OH
Loveland, OH
Cincinnati, OH
Roanoke, TX
Orland Park, IL
The content in this profile was updated by SmartAsset on 6/19/2024. 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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