Phillip Greene, financial advisor Mc Lean VA
93 score

Phillip Greene

CRD Number: 5315906
Current Firm: West Financial Services, Inc.

Phillip Greene (CRD# 5315906) is an Investment Advisor Representative working at West Financial Services, Inc. in Mc Lean, VA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
West Financial Services Mclean, VA Jun 2015 - Current 2
Not Employed Norfolk, VA Apr 2015 - Jun 2015 < 1
Wealthquest Financial Services, LLC Norfolk, VA Sep 2014 - Apr 2015 < 1
Ameriprise Financial Services Inc. Vienna, VA Dec 2009 - Sep 2014 4
Unemployed Reston, VA Jul 2009 - Nov 2009 < 1
Folger Nolan Fleming Douglas Inc. Washington D.c., DC Sep 2008 - Jul 2009 < 1
Morgan Stanley & Company Incorporated Vienna, VA Aug 2008 - Sep 2008 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 Vienna, VA Apr 2007 - Aug 2008 1
Unemployed Arlington, VA Feb 2007 - Apr 2007 < 1
Ultimate Staffing Washington, DC Jun 2006 - Feb 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2007
Contact Info for Phillip A. Greene
Phone Number: 703-847-2500
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    1,112
    MILLIONS
  • Total Number of Accounts
    1,644
    ACCOUNTS
  • Average Account Value
    $676,483
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CA, DC, DE, FL, IL, MA, MD, NC, NE, NY, PA, TX, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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