HA
ChFC
HA
ChFC

Hussain Ali

25 Years of Experience
BrokerSells Insurance

Hussain Ali is a ChFC-designated registered investment advisor at W&s Advisory Services, LLC, based in Lafayette, LA, with 25 years of industry experience. Hussain operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more.

Compensation
Fixed/Hourly
Firm Size
10 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Planning is included in investment management (also available separately)

W&S Advisory Services offers investment management for child investment accounts (UGMA accounts) through Fabric. Clients pay a flat monthly fee: $3 per month for one account or $5 per month for multiple accounts. This fee covers brokerage, custodial fees, and other transaction costs. The accounts are invested in model portfolios using ETFs.

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Location

315 South College, Suite 222, Lafayette, LA, 70503

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Hussain is a full-time sales agent at Western Southern Life in Lafayette, LA, and a full-time financial planner at W&S Advisory Services, LLC. He is also a member of the Youngsville Chamber of Commerce, spending minimal time networking.

Employment History
Current Registrations
W&s Advisory Services, LLC
May 2025 - Present · 11 mos
W&s Brokerage Services, INC.
September 2018 - Present · 7 yrs 7 mos
W&s Brokerage Services, INC.Broker
March 2001 - Present · 25 yrs 1 mo
State Registrations9 states
ARGALAMDMSNCOHTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.