West Financial Services, Inc.

West Financial Services, Inc. (CRD# 137497) is a financial advisory firm headquartered in Mc Lean, VA. They manage $1,112,138,000 in 1,644 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,112
    MILLION
  • Total Number of Accounts
    1,644
    ACCOUNTS
  • Average Account Value
    $676,483
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, NE, NY, PA, TX, VA

Financial Advisors at West Financial Services, Inc.
Showing 1 - 10 of 14 top financial advisors.
1
Kristan L. Anderson
CRD#: 1981493
1355 Beverly Rd, Ste 250, Mc Lean, VA 22101
96
Wealthminder
score

Kristan Anderson (CRD# 1981493) is an Investment Advisor Representative working at West Financial Services, Inc. in Mc Lean, 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
Glen J. Buco
CRD#: 1711256
1355 Beverly Rd, Ste 250, Mc Lean, VA 22101
96
Wealthminder
score

Glen Buco (CRD# 1711256) is an Investment Advisor Representative working at West Financial Services, Inc. in Mc Lean, VA and has over 23 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.

3
Kimberly A. Cox
CRD#: 2997281
1355 Beverly Rd, Ste 250, Mc Lean, VA 22101
96
Wealthminder
score

Kimberly Cox (CRD# 2997281) is an Investment Advisor Representative working at West Financial Services, Inc. in Mc Lean, VA and has over 19 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.

4
Norma L. Graves
CRD#: 1579784
1355 Beverly Rd, Ste 250, Mc Lean, VA 22101
96
Wealthminder
score

Norma Graves (CRD# 1579784) is an Investment Advisor Representative working at West Financial Services, Inc. in Mc Lean, VA and has over 22 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.

5
Dana G. Sippel
CRD#: 2441591
1355 Beverly Road,, Ste. 250, Mc Lean, VA 22101
96
Wealthminder
score

Dana Sippel (CRD# 2441591) is an Investment Advisor Representative working at West Financial Services, Inc. in Mc Lean, VA and has over 23 years of experience in the finance industry. Dana Sippel 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
Matt Cohen
CRD#: 4796481
1355 Beverly Rd, Ste 250, Mc Lean, VA 22101
93
Wealthminder
score

Matt Cohen (CRD# 4796481) is an Investment Advisor Representative working at West Financial Services, Inc. in Mc Lean, VA and has over 11 years of experience in the finance industry.

7
Phillip A. Greene
CRD#: 5315906
1355 Beverly Road, Ste. 250, Mc Lean, VA 22101
93
Wealthminder
score

Phillip Greene (CRD# 5315906) is an Investment Advisor Representative working at West Financial Services, Inc. in Mc Lean, VA and has over 10 years of experience in the finance industry.

8
Abigail E. Just
CRD#: 5191369
1355 Beverly Road, Ste. 250, Mc Lean, VA 22101
93
Wealthminder
score

Abigail Just (CRD# 5191369) is an Investment Advisor Representative working at West Financial Services, Inc. in Mc Lean, VA and has over 10 years of experience in the finance industry.

9
Brian L. Mackin
CRD#: 4120118
1355 Beverly Rd, Ste 250, Mc Lean, VA 22101
93
Wealthminder
score

Brian Mackin (CRD# 4120118) is an Investment Advisor Representative working at West Financial Services, Inc. in Mc Lean, VA and has over 14 years of experience in the finance industry.

10
Jeffrey L. Schatz
CRD#: 5870381
1355 Beverly Road, Ste. 250, Mc Lean, VA 22101
93
Wealthminder
score

Jeffrey Schatz (CRD# 5870381) is an Investment Advisor Representative working at West Financial Services, Inc. in Mc Lean, VA and has over 6 years of experience in the finance industry.

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