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Lisa Stewart Van-cott

W & S Brokerage Services, Inc.

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About Lisa Stewart Van-cott

Lisa Van-cott is a financial advisor at W&S Brokerage Services, Inc., a firm located in Cincinnati, Ohio. Lisa is a registered representative, holding a Series 6, Series 6TO, and Series 63 license. Lisa has specialized in insurance companies and high net worth individuals. Lisa joined W&S Brokerage Services, Inc., on 8/2/2024. Before that, Lisa worked at CUSO Financial Services, L.P. Lisa has a long history in the industry having been in the industry since 2017. Lisa is registered with the state of North Carolina. Lisa is currently located at the W&S Brokerage Services, Inc., office located in Asheville, NC.

Firm Information

Lisa Van-cott is currently registered with W & S Brokerage Services, Inc.. W&S Brokerage Services, Inc. is a corporation formed in 1974 and headquartered in Cincinnati, Ohio. The firm provides investment advisory services to individuals and is registered with the SEC and in 52 states. With over 85 registered representatives, W&S Brokerage Services, Inc. manages over $122 million in assets for its clients, offering portfolio management services and selection of other advisers.
W & S Brokerage Services, Inc.

400 BROADWAY

CINCINNATI, OH 45202

$122.86M

Assets Under Management

451

Total Clients

434

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lisa Van-cott’s Registration & Firm History

NC

08/02/2024 - Present

W&S Brokerage Services, Inc. (ASHEVILLE NC)

PA

10/09/2017 - 09/03/2020

CUSO FINANCIAL SERVICES, L.P. (WEST CHESTER PA)

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Licenses & Designations

BC

Issued 08/23/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/02/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/09/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lisa Stewart Van-cott.
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