Brian Horan, financial advisor Mclean VA

Brian Horan

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Brian J. Horan
Phone Number: 703-847-2500
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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