David West, financial advisor Winter Park FL

David West

CRD Number: 4708845
Current Firm: Andco Consulting

David West (CRD# 4708845) is an Investment Advisor Representative working at Andco Consulting in Winter Park, FL and has 1 year of experience in the finance industry.

Similar Advisors
Gregory Abdalla, financial advisor Winter Park FL
Gregory H. Abdalla
CRD# 6160017
Cetera Investment Advisers LLC
Similar Advisors
Gary Abely, financial advisor Winter Park FL
Gary S. Abely
CRD# 2811837
Certified Advisory Corp
Similar Advisors
Lauren Abramowitz, financial advisor Winter Park FL
Lauren M. Abramowitz
CRD# 5855622
Financial Harvest Wealth Advisors
Professional Designations
Company Name Location Dates Years
Bogdahn Consulting, LLC Winter Haven, FL Jan 2006 - Current 18

David West has no recent exams reported.
Contact Info for David E. West
Phone Number: 844-442-6326
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    977
    MILLIONS
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $40,691,667
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

DC, FL, IA, IL, IN, LA, MI, NV, OH, OK, PA, TX, WI

Ready to hire a financial advisor? Get competitive proposals from David West and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.