West Financial Services, Inc.
West Financial Services, Inc. (CRD# 137497) is a financial advisory firm headquartered in Mclean, VA. They manage $2,162,441,566 in 2,442 accounts and serve the financial needs of clients across 20 states (or territories).
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Total Assets Under Management2,162MILLION
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Total Number of Accounts2,442ACCOUNTS
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Average Account Value$885,521
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, CO, DC, DE, FL, GA, IL, MA, MD, MI, MN, NC, NH, NJ, NY, PA, SC, TN, TX, VA
Kristan Anderson (CRD# 1981493) 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 (CRD# 1711256) is an Investment Advisor Representative working at West Financial Services, Inc. in Mclean, VA and has over 30 years of experience in the finance industry.
Tanya Carson (CRD# 5980091) is an Investment Advisor Representative working at West Financial Services, Inc. in Mclean, VA and has over 7 years of experience in the finance industry.
Matt Cohen (CRD# 4796481) 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.
Victoria Henry (CRD# 6174399) 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.
Brian Horan (CRD# 2378224) is an Investment Advisor Representative working at West Financial Services, Inc. in Mclean, VA and has over 30 years of experience in the finance industry.
Rodrigo Huerta (CRD# 6581946) is an Investment Advisor Representative working at Aegis Wealth Management LLC in Bethesda, MD and has more than 10 years of experience in the Wealth Management and Advisory field.
Rodrigo has taken additional exams to become a Certified Investment Management Analys (CIMA®) with the "Investment Management Consultants Association (IMCA)". CIMA professionals integrate a complex body of investment knowledge, ethically contributing to prudent investment decisions by providing objective advice and guidance to individual investors and institutional investors. The CIMA certification program is the only credential designed specifically for financial professionals who want to attain a level of competency as an advanced investment consultant.
Abigail Just (CRD# 5191369) is an Investment Advisor Representative working at West Financial Services, Inc. in Mclean, VA and has over 17 years of experience in the finance industry.
Lauretta Kramer (CRD# 2493122) is an Investment Advisor Representative working at West Financial Services, Inc. in Mclean, VA and has over 19 years of experience in the finance industry.
Brian Mackin (CRD# 4120118) is an Investment Advisor Representative working at West Financial Services, Inc. in Mclean, VA and has over 21 years of experience in the finance industry.