David West, financial advisor Madison WI
89 score

David West

CRD Number: 6185656
Current Firm: Lincoln Financial Advisors Corporation

David West (CRD# 6185656) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Madison, WI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Advisors Madison, WI May 2013 - Current 3
N/a Monona, WI Oct 2012 - May 2013 < 1
Nixon Peabody LLP Washington, DC Sep 2008 - Sep 2012 4
N/a North Bethesda, MD May 2008 - Aug 2008 < 1
American University, Wcl Washington, DC Aug 2007 - May 2008 < 1
Nixon Peabody LLP Washington, DC May 2007 - Aug 2007 < 1
Paley, Rothman, Goldstein, Rosenburg, Eig, & Cooper, Chtd. Bethesda, MD Oct 2006 - May 2007 < 1
American University, Wcl Washington, DC Aug 2006 - May 2007 < 1
Law Preview, LLC Washington, DC Jun 2006 - Aug 2006 < 1
American University, Wcl Washington, DC May 2006 - Aug 2006 < 1
Law Office Of Jason M. Zuckerman Washington, DC May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for David D. West
Phone Number: 800-237-3813
Firm Website: https://www.lfg.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    13,548
    MILLIONS
  • Total Number of Accounts
    52,000
    ACCOUNTS
  • Average Account Value
    $260,535
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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