West Financial Strategies, Inc.
West Financial Strategies, Inc. (CRD# 118241) is a financial advisory firm headquartered in Sanford, NC. They manage $91,883,785 in 285 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
West Financial Strategies, Inc.
By the Numbers
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Total Assets Under Management92MILLION
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Total Number of Accounts285ACCOUNTS
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Average Account Value$322,399
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC
Financial Advisors at West Financial Strategies, Inc.
1
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 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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