Westminster Financial Advisory Corp
Westminster Financial Advisory Corp (CRD# 110283) is a financial advisory firm headquartered in Beavercreek, OH. They manage $920,269,282 in 2,260 accounts and serve the financial needs of clients across 49 states (or territories).
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Total Assets Under Management920MILLION
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Total Number of Accounts2,260ACCOUNTS
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Average Account Value$407,199
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
George Cvijic (CRD# 2160826) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Beavercreek, OH and has over 32 years of experience in the finance industry.
Jessica Davis (CRD# 6260728) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Dayton, OH and has over 6 years of experience in the finance industry.
Edward Goldberg (CRD# 2214416) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in West Hartford, CT and has over 32 years of experience in the finance industry.
Jeff Graves (CRD# 6952530) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Spring Hill, TN and has over 5 years of experience in the finance industry.
Voras Haynes (CRD# 1524670) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Elkins, WV and has over 37 years of experience in the finance industry.
Sophie Helenek (CRD# 5126715) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Madison, CT and has over 8 years of experience in the finance industry.
Thomas Labrie (CRD# 1710161) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Andover, MA and has over 36 years of experience in the finance industry.
Brenda Larkin (CRD# 1681471) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in West Hartford, CT and has over 25 years of experience in the finance industry.
Edward Laughlin (CRD# 303560) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Miami, FL and has over 12 years of experience in the finance industry.
Clifford Marstiller (CRD# 1387237) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Elkins, WV and has over 38 years of experience in the finance industry.