Richard Stolz, financial advisor Mclean VA

Richard Stolz

CRD Number: 4874444
Current Firm: West Financial Services, Inc.

Richard Stolz (CRD# 4874444) is an Investment Advisor Representative working at West Financial Services, Inc. in Mclean, VA and has over 10 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
West Financial Services Mclean, VA Oct 2018 - Current 3
Dmi Bethesda, MD Aug 2016 - Sep 2018 2
Rma Laos Vientiane, Jul 2012 - Jul 2018 6
Fbr Capital Markets Arlington, VA Jul 2011 - Jun 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2011
Contact Info for Richard J. Stolz
Phone Number: 703-847-2500
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    1,943
    MILLIONS
  • Total Number of Accounts
    2,289
    ACCOUNTS
  • Average Account Value
    $848,629
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, CO, DC, DE, FL, IL, MA, MD, MI, MN, NC, NH, NJ, NY, PA, SC, TX, VA

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