West Financial Strategies, Inc.

West Financial Strategies, Inc. (CRD# 118241) is a financial advisory firm headquartered in Sanford, NC. They manage $51,169,092 in 226 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    51
    MILLION
  • Total Number of Accounts
    226
    ACCOUNTS
  • Average Account Value
    $226,412
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

NC

Financial Advisors at West Financial Strategies, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Charles F. Von Canon
CRD#: 4601225
301 Court Square, Sanford, NC 27330
87
Wealthminder
score

Charles Von Canon (CRD# 4601225) is an Investment Advisor Representative working at West Financial Strategies, Inc. in Sanford, NC and has 1 year of experience in the finance industry.

2
Milton L. West
CRD#: 4486471
301 Court Square, Sanford, NC 27330
87
Wealthminder
score

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.

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