WESPAC ADVISORS, LLC of ORINDA, CA is an SEC-registered investment adviser (CRD 148242). Regulatory assets under management: $1.2B.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Pensions, Other.
| Name | Role | Location |
|---|---|---|
| Renee Tailing Szu | PRESIDENT | — |
| John Cole Williams | CHIEF COMPLIANCE OFFICER | — |
| CHIA NELSON PETER | CHIEF COMPLIANCE OFFICER | — |
| WILLIAMS JOHN COLE | CHIEF COMPLIANCE OFFICER | — |
| LAMBERT THOMAS CHRISTOPHER | VICE-PRESIDENT | — |
| SZU RENEE TAILING | CO-PRESIDENT; PRESIDENT; VICE-PRESIDENT | — |
| City | State | Employees | Phone |
|---|---|---|---|
| RENO | NV | 1 | (775) 825-4555 |
| — | — | 1 | (530) 412-3922 |