Richard West, financial advisor Wellington FL

Richard West

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Richard A. West
Phone Number: 561-801-7302
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    1,323
    MILLIONS
  • Total Number of Accounts
    389
    ACCOUNTS
  • Average Account Value
    $3,401,593
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AZ, CA, CT, FL, IL, MA, NH, NJ, NV, NY, PA, TX

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