Rene
Tamez

W&S Brokerage Services, Inc

CRD#3166952
Investment Advisor
in Houston, TX

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About this Advisor

Rene Tamez is a financial advisor based in Houston, Texas, working with W&S Brokerage Services, Inc. Rene has previously held positions at Allstate Insurance Co, Rene Tamez Insurance Agency, State Farm Vp Management Corp, Thrivent Investment Management Inc, American United Life, Oneamerica Securities, State Farm Insurance Companies, Thrivent Financial, Penn Mutual Life Ins Co, Hornor Townsend & Kent LLC, W&S Brokerage Services, Western Southern Life, Onehouston Financial, Wealth Development Strategies, and Allstate Insurance Companies. Rene has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Rene is part of W&S Brokerage Services, Inc, which operates out of Houston, Texas. 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

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

1616 S Voss Road Suite 500
Houston, TX 77057

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W&S Brokerage Services, Inc Brokerage Details

Total Assets Under Management

$122,864,622

TX Average: $2,106,341,625
Total Number of Employees

85

TX Average: 34
Total Number of Accounts

451

TX Average: 1,972
Average Account Size

$272,427

TX Average: $1,068,125

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Rene Tamez Work History

2020 - Present (4 years)

W&S Brokerage Services

2020 - Present (4 years)

Western Southern Life

2019 - Present (5 years)

American United Life

2019 - Present (5 years)

Oneamerica Securities

2019 - 2019 (< 1 year)

Penn Mutual Life Ins Co

2019 - 2019 (< 1 year)

Hornor Townsend & Kent LLC

2019 - 2020 (1 year)

Onehouston Financial

2019 - 2019 (< 1 year)

Wealth Development Strategies

2017 - 2018 (1 year)

Thrivent Investment Management Inc

2017 - 2017 (< 1 year)

Thrivent Financial

2017 - 2018 (1 year)

Thrivent Financial

2017 - 2019 (2 years)

Thrivent Financial

2014 - 2017 (3 years)

Allstate Insurance Co

2014 - 2017 (3 years)

Allstate Insurance Companies

2013 - 2014 (1 year)

Rene Tamez Insurance Agency

2013 - 2014 (1 year)

State Farm Vp Management Corp

1998 - 2014 (16 years)

State Farm Insurance Companies

Disclosures

Please visit the SEC profile of Rene Tamez 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

Jonathan Levine
Indianapolis, IN
Jared Bovinet
Greenville, SC
Vivienne Ather
Jacksonville, FL
David Goldman
Owings Mills, MD
Poh Wah Kenney Yiow
Roanoke, TX
David Adamson
Orland Park, IL
Dwayne Daniels
Loveland, OH
Remington Taylor
Cincinnati, OH

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