West Financial Services, Inc.

West Financial Services, Inc. (CRD# 137497) is a financial advisory firm headquartered in Mclean, VA. They manage $1,223,505,000 in 1,736 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,224
    MILLION
  • Total Number of Accounts
    1,736
    ACCOUNTS
  • Average Account Value
    $704,784
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DC, DE, FL, IL, MA, MD, NC, NY, PA, TX, VA

Financial Advisors at West Financial Services, Inc.
Showing 1 - 10 of 19 top financial advisors.
1
Kristan L. Anderson
CRD#: 1981493
2010 Corporate Ridge Road, Ste 530, Mclean, VA 22102
96
Wealthminder
score

Kristan Anderson (CRD# 1981493) is an Investment Advisor Representative working at West Financial Services, Inc. in Mclean, VA and has over 18 years of experience in the finance industry. Kristan Anderson 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.

2
Andrea D. Brashears-Lusk
CRD#: 4034897
2010 Corporate Ridge Road, Ste 530, Mclean, VA 22102
96
Wealthminder
score

Andrea Brashears-Lusk (CRD# 4034897) is an Investment Advisor Representative working at West Financial Services, Inc. in Mclean, VA and has over 18 years of experience in the finance industry. Andrea Brashears-Lusk 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.

3
Glen J. Buco
CRD#: 1711256
2010 Corporate Ridge Road, Ste 530, Mclean, VA 22102
96
Wealthminder
score

Glen Buco (CRD# 1711256) is an Investment Advisor Representative working at West Financial Services, Inc. in Mclean, VA and has over 24 years of experience in the finance industry. Glen Buco 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.

4
Kimberly A. Cox
CRD#: 2997281
2010 Corporate Ridge Road, Ste 530, Mclean, VA 22102
96
Wealthminder
score

Kimberly Cox (CRD# 2997281) is an Investment Advisor Representative working at West Financial Services, Inc. in Mclean, VA and has over 20 years of experience in the finance industry. Kimberly Cox 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.

5
Norma L. Graves
CRD#: 1579784
2010 Corporate Ridge Road, Ste 530, Mclean, VA 22102
96
Wealthminder
score

Norma Graves (CRD# 1579784) is an Investment Advisor Representative working at West Financial Services, Inc. in Mclean, VA and has over 23 years of experience in the finance industry. Norma Graves 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.

6
William K. Taylor
CRD#: 1854617
2010 Corporate Ridge Road, Ste 530, Mclean, VA 22102
96
Wealthminder
score

William Taylor (CRD# 1854617) is an Investment Advisor Representative working at West Financial Services, Inc. in Mclean, VA and has over 29 years of experience in the finance industry. William Taylor 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.

7
Matt Cohen
CRD#: 4796481
2010 Corporate Ridge Road, Ste 530, Mclean, VA 22102
93
Wealthminder
score

Matt Cohen (CRD# 4796481) is an Investment Advisor Representative working at West Financial Services, Inc. in Mclean, VA and has over 12 years of experience in the finance industry.

8
Phillip A. Greene
CRD#: 5315906
1355 Beverly Road, Ste. 250, McLean, VA 22101
93
Wealthminder
score

Phillip Greene (CRD# 5315906) 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.

9
Victoria G. Henry
CRD#: 6174399
2010 Corporate Ridge Road, Ste 530, Mclean, VA 22102
93
Wealthminder
score

Victoria Henry (CRD# 6174399) is an Investment Advisor Representative working at West Financial Services, Inc. in Mclean, VA and has over 4 years of experience in the finance industry. Victoria Henry 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.

10
Brian J. Horan
CRD#: 2378224
2010 Corporate Ridge Road, Ste 530, Mclean, VA 22102
93
Wealthminder
score

Brian Horan (CRD# 2378224) is an Investment Advisor Representative working at West Financial Services, Inc. in Mclean, VA and has over 24 years of experience in the finance industry.

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