Alfred West, financial advisor Lone Tree CO

Alfred West

CRD Number: 6734747
Current Firm: Charles Schwab & Company, Inc.

Alfred West (CRD# 6734747) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lone Tree, CO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Lone Tree, CO Dec 2016 - Current 4
2914 Coffee Denver, CO Sep 2015 - Nov 2016 1
Amante Coffee Boulder, CO Aug 2005 - Sep 2015 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2017
S66 NASAA Uniform Combined State Law Examination Sep 2018
Contact Info for Alfred P. West
Phone Number: 415-667-7000
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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