Thomas Andrew Roll
Investment adviser representative at W&s Brokerage Services, Inc.
14 yearsExperience
2 statesRegistered 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
14 years in the industry.
- W&s Brokerage Services, Inc.Apr 2015 to now
- Western Sotuhern LifeApr 2012 to now
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 2 states (IN, OH).
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
- 6211162
- Firm CRD
- 8099