Victoria Henry, financial advisor Mclean VA
93 score

Victoria Henry

CRD Number: 6174399
Current Firm: West Financial Services, Inc.

Victoria Henry (CRD# 6174399) is an Investment Advisor Representative working at West Financial Services, Inc. in Mclean, VA and has over 4 years of experience in the finance industry. Victoria Henry 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.

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Professional Designations
Company Name Location Dates Years
West Financial Services, Inc. Mclean, VA Nov 2016 - Current 1
The Ayco Company, L.p./mercer Allied Washington, DC Mar 2013 - Sep 2016 3
Us Trust, Bank Of America Washington, DC Aug 2008 - Mar 2013 4
Wtas, LLC Mclean, VA Aug 2006 - Aug 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Victoria G. Henry
Phone Number: 703-847-2500
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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