Kirstie SturmanCRD Number: 4622459
Current Firm: West Financial Services, Inc.
Kirstie Sturman (CRD# 4622459) is an Investment Advisor Representative working at West Financial Services, Inc. in Mclean, VA and has over 15 years of experience in the finance industry.
David Wealth Management, LLC
Blue Ocean Global Wealth
Palatine Advisors, Inc.
|West Financial Services, Inc.||Mclean, VA||Jul 1998 - Current||19|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2002|
Total Assets Under Management1,224MILLIONS
Total Number of Accounts1,736ACCOUNTS
Average Account Value$704,784
- 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, DC, DE, FL, IL, MA, MD, NC, NY, PA, TX, VA