Rene C Tamez
Investment adviser representative at W&s Brokerage Services, Inc.
12 yearsExperience
1 stateRegistered in
ChFC®Designation
$257.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- W&s Brokerage Services, Inc.Oct 2020 to now
- Western Southern LifeSep 2020 to now
- Oneamerica SecuritiesNov 2019 to now
- American United LifeSep 2019 to now
- Onehouston FinancialNov 2019 to Sep 2020
- Wealth Development StrategiesApr 2019 to Nov 2019
- Hornor Townsend & Kent LLCApr 2019 to Aug 2019
- Penn Mutual Life Ins CoApr 2019 to Aug 2019
- UnemployedDec 2018 to Mar 2019
- Thrivent FinancialMay 2017 to Apr 2019
- Thrivent Investment Management IncMay 2017 to Dec 2018
- Allstate Insurance CoOct 2014 to May 2017
- Allstate Insurance CompaniesOct 2014 to May 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (TX).
W&s Brokerage Services, Inc.
$257.2MAssets managed
772Clients
91Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3166952
- Firm CRD
- 8099