Brian HoranCRD Number: 2378224
Current Firm: West Financial Services, Inc.
Brian Horan (CRD# 2378224) is an Investment Advisor Representative working at West Financial Services, Inc. in Mclean, VA and has over 30 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|West Financial Services, Inc.||Mclean, VA||Mar 2022 - Current||1|
|West Financial Services, Inc.||Mclean, VA||Aug 2017 - Mar 2022||4|
|Pnc Bank||Bethesda, MD||Sep 2015 - Aug 2017||1|
|Pnc Investments||Bethesda, MD||Sep 2015 - Aug 2017||1|
|Rme360||Tampa, FL||Sep 2014 - Aug 2015||< 1|
|Charles Schwab & Company, Inc.||Vienna, VA||Aug 2005 - Sep 2014||9|
|Charles Schwab Bank||Vienna, VA||Oct 2004 - Sep 2014||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1993|
|S66||NASAA Uniform Combined State Law Examination||Apr 2016|
Total Assets Under Management1,899MILLIONS
Total Number of Accounts2,545ACCOUNTS
Average Account Value$746,047
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, CO, DC, DE, FL, GA, IL, MA, MD, MI, MN, NC, NH, NJ, NY, PA, SC, TN, TX, VA
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