Phillip Tyler West
Investment adviser representative at W&s Brokerage Services, Inc.
10 yearsExperience
3 statesRegistered in
$257.2MFirm assets
8 yearsFirm in business
Are you Phillip Tyler West? Claim your profile
Contact this firm
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
10 years in the industry.
- W&s Brokerage Services, Inc.Apr 2019 to now
- Western Southern LifeNov 2018 to now
- UnemployedJun 2018 to Nov 2018
- Advanced Compositing TechnologiesDec 2016 to Jun 2018
- UnemployedOct 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 3 states (NC, PA, SC).
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
- 7100395
- Firm CRD
- 8099