Richard WestCRD Number: 1789569
Current Firm: Spearhead Capital Advisors, LLC
Richard West (CRD# 1789569) is an Investment Advisor Representative working at Spearhead Capital Advisors, LLC in Wellington, FL and has over 33 years of experience in the finance industry.
Gwn Securities Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Prudential Financial Planning Services
|Spearhead Capital Advisors, LLC||Wellington, FL||Oct 2019 - Current||2|
|West Family Wealth Advisors||Wenham, MA||Jul 2017 - Current||4|
|Perspecta Trust Company||Hampton, NH||Jan 2016 - Jun 2017||1|
|Self-employed||Wenham, MA||Aug 2015 - Dec 2015||< 1|
|Cabot-wellington, LLC||Boston, MA||Feb 2015 - Jul 2015||< 1|
|Cabot-wellington, LLC||Boston, MA||Feb 2002 - Jan 2015||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1988|
|S65||NASAA Investment Advisors Law Examination||Dec 2019|
Total Assets Under Management1,323MILLIONS
Total Number of Accounts389ACCOUNTS
Average Account Value$3,401,593
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
AZ, CA, CT, FL, IL, MA, NH, NJ, NV, NY, PA, TX
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