Milton West (CRD# 4486471) is an Investment Advisor Representative working at West Financial Strategies, Inc. in Sanford, NC and has 1 year of experience in the finance industry. Milton West has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 3215428
Charles Schwab & Company, Inc.
CRD# 6783693
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| West Financial Strategies, Inc. | Sanford, NC | Jun 1998 - Current | 25 |
| M. Lee West, Cpa, Pa | Sanford, NC | Aug 1986 - Current | 37 |
- NC
-
Total Assets Under Management92MILLIONS
-
Total Number of Accounts285ACCOUNTS
-
Average Account Value$322,399
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
NC
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