Westminster Financial Advisory Corp

Westminster Financial Advisory Corp (CRD# 110283) is a financial advisory firm headquartered in Dayton, OH. They manage $170,852,622 in 435 accounts and serve the financial needs of clients across 38 states (or territories).

By the Numbers
  • Total Assets Under Management
    171
    MILLION
  • Total Number of Accounts
    435
    ACCOUNTS
  • Average Account Value
    $392,765
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WV

Financial Advisors at Westminster Financial Advisory Corp
Showing 1 - 10 of 31 top financial advisors.
1
Drew A. Brazie
CRD#: 1396284
40 North Main Street, Suite 2400, Dayton, OH 45423
96
Wealthminder
score

Drew Brazie (CRD# 1396284) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Dayton, OH and has over 18 years of experience in the finance industry.

2
George Nabti
CRD#: 1461243
40 North Main Street, Suite 2400, Dayton, OH 45423
96
Wealthminder
score

George Nabti (CRD# 1461243) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Dayton, OH and has over 30 years of experience in the finance industry. George Nabti 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
Christine P. Tenbarge
CRD#: 724373
8111 Timberlodge Trail, Dayton, OH 45458
96
Wealthminder
score

Christine Tenbarge (CRD# 724373) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Dayton, OH and has over 25 years of experience in the finance industry. Christine Tenbarge 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
Patrick G. Armstrong
CRD#: 1538465
77 N. St. Clari Ste. 104, Painesville, OH 44077
93
Wealthminder
score

Patrick Armstrong (CRD# 1538465) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Painesville, OH and has over 28 years of experience in the finance industry.

5
James A. Baronian
CRD#: 1806087
41 North Main Street, West Hartford, CT 06107
93
Wealthminder
score

James Baronian (CRD# 1806087) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in West Hartford, CT and has over 16 years of experience in the finance industry.

6
Robert J. Caron
CRD#: 4592041
166 N. Main Street, Ste 7a, Andover, MA 01810
93
Wealthminder
score

Robert Caron (CRD# 4592041) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Andover, MA and has over 13 years of experience in the finance industry.

7
George L. Cvijic
CRD#: 2160826
40 North Main Street, Suite 2400, Dayton, OH 45423
93
Wealthminder
score

George Cvijic (CRD# 2160826) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Dayton, OH and has over 25 years of experience in the finance industry.

8
Joan T. Goodman
CRD#: 1310135
40 North Main Street, Suite 2400, Dayton, OH 45423
93
Wealthminder
score

Joan Goodman (CRD# 1310135) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Dayton, OH and has over 25 years of experience in the finance industry.

9
Voras K. Haynes
CRD#: 1524670
102 South Randolph Avenue, Elkins, WV 26241
93
Wealthminder
score

Voras Haynes (CRD# 1524670) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Elkins, WV and has over 30 years of experience in the finance industry.

10
Clifford E. Marstiller
CRD#: 1387237
102 South Randolph Avenue, Elkins, WV 26241
93
Wealthminder
score

Clifford Marstiller (CRD# 1387237) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Elkins, WV and has over 31 years of experience in the finance industry.

1 2 3 4 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.