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ChFC

Hussain Ali

W&s Advisory Services, LLC
25 Years of Experience
Lafayette, LA
BrokerSells Insurance
View SEC Summary
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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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 6,689 clients with $5.3M in assets under management.

W&s Advisory Services, LLC
Compensation
Fixed/Hourly
Firm Size
10 advisors
Number of Clients
6,689 clients
Average Client Portfolio
$791.209 average
Assets Under Management
$5.3M

Fee Structure

Planning is included in investment management (also available separately)

W&S Advisory Services charges a flat monthly fee for managing children's custodial accounts:

  • Single account — $3.00 per month
  • Multiple accounts — $5.00 per month

This monthly fee covers all brokerage commissions, stock transfer fees, and custodial fees. Investment management fees do not include the underlying expenses charged by the exchange-traded funds or mutual funds in your portfolio.

View Full SEC Brochure

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 · 1 yr 5 mos
W&s Brokerage Services, INC.
September 2018 - Present · 8 yrs 1 mo
W&s Brokerage Services, INC.Broker
March 2001 - Present · 25 yrs 7 mos
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.
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