Victoria HenryCRD 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.
Blue Ocean Global Wealth
David Wealth Management, LLC
Palatine Advisors, Inc.
|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|
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
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