Charles West (CRD# 2205187) is an Investment Advisor Representative working at Rayburn West Financial Services in Nashville, TN and has over 32 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rayburn West Financial Services | Nashville, TN | Oct 2008 - Current | 15 |
| Purshe Kaplan Sterling Investments | Albany, NY | Oct 2009 - Dec 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1992 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1996 |
- TN
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Total Assets Under Management155MILLIONS
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Total Number of Accounts144ACCOUNTS
-
Average Account Value$1,073,028
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
TN
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