Kristan AndersonCRD Number: 1981493
Current Firm: West Financial Services, Inc.
Kristan Anderson (CRD# 1981493) is an Investment Advisor Representative working at West Financial Services, Inc. in Mclean, VA and has over 23 years of experience in the finance industry. Kristan Anderson 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.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|West Financial Services, Inc.||Mclean, VA||Aug 2011 - Current||11|
|West Financial Services, Inc.||Mclean, VA||Aug 2009 - Current||13|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 1999|
Total Assets Under Management1,899MILLIONS
Total Number of Accounts2,545ACCOUNTS
Average Account Value$746,047
- 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, CO, DC, DE, FL, GA, IL, MA, MD, MI, MN, NC, NH, NJ, NY, PA, SC, TN, TX, VA
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