West Financial Services, Inc.

West Financial Services, Inc. (CRD# 137497) is a financial advisory firm headquartered in Mclean, VA. They manage $2,283,300,433 in 2,431 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,283
    MILLION
  • Total Number of Accounts
    2,431
    ACCOUNTS
  • Average Account Value
    $939,243
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, DC, DE, FL, GA, IL, MA, MD, MI, MN, NC, NH, NJ, NY, PA, SC, TN, TX, VA

Financial Advisors at West Financial Services, Inc.
Showing 1 - 10 of 23 top financial advisors.
1
Kristan L. Anderson
CRD#: 1981493
2010 Corporate Ridge Road, Ste 530, Mclean, VA 22102

Kristan Anderson (CRD# 1981493) is an Investment Advisor Representative working at West Financial Services, Inc. in Mclean, VA and has over 22 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.

2
Glen J. Buco
CRD#: 1711256
2010 Corporate Ridge Road, Ste 530, Mclean, VA 22102

Glen Buco (CRD# 1711256) is an Investment Advisor Representative working at West Financial Services, Inc. in Mclean, VA and has over 28 years of experience in the finance industry. Glen Buco 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.

3
Tanya B. Carson
CRD#: 5980091
2010 Corporate Ridge Road, Ste 530, Mclean, VA 22102

Tanya Carson (CRD# 5980091) is an Investment Advisor Representative working at West Financial Services, Inc. in Mclean, VA and has over 5 years of experience in the finance industry.

4
Matt Cohen
CRD#: 4796481
2010 Corporate Ridge Road, Ste 530, Mclean, VA 22102

Matt Cohen (CRD# 4796481) is an Investment Advisor Representative working at West Financial Services, Inc. in Mclean, VA and has over 16 years of experience in the finance industry. Matt Cohen 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.

5
Kimberly A. Cox
CRD#: 2997281
2010 Corporate Ridge Road, Ste 530, Mclean, VA 22102

Kimberly Cox (CRD# 2997281) is an Investment Advisor Representative working at West Financial Services, Inc. in Mclean, VA and has over 24 years of experience in the finance industry. Kimberly Cox 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.

6
Norma L. Graves
CRD#: 1579784
2010 Corporate Ridge Road, Ste 530, Mclean, VA 22102

Norma Graves (CRD# 1579784) is an Investment Advisor Representative working at West Financial Services, Inc. in Mclean, VA and has over 27 years of experience in the finance industry. Norma Graves 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.

7
Victoria G. Henry
CRD#: 6174399
2010 Corporate Ridge Road, Ste 530, Mclean, VA 22102

Victoria Henry (CRD# 6174399) is an Investment Advisor Representative working at West Financial Services, Inc. in Mclean, VA and has over 8 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.

8
Brian J. Horan
CRD#: 2378224
2010 Corporate Ridge Road, Ste 530, Mclean, VA 22102

Brian Horan (CRD# 2378224) is an Investment Advisor Representative working at West Financial Services, Inc. in Mclean, VA and has over 28 years of experience in the finance industry.

9
Rodrigo Huerta
CRD#: 6581946
2010 Corporate Ridge Road, Ste 530, Mclean, VA 22102

Rodrigo Huerta (CRD# 6581946) is an Investment Advisor Representative working at Aegis Wealth Management LLC in Bethesda, MD and has more than 10 years of experience in the Wealth Management and Advisory field.

 

Rodrigo has taken additional exams to become a Certified Investment Management Analys (CIMA®) with the "Investment Management Consultants Association (IMCA)". CIMA professionals integrate a complex body of investment knowledge, ethically contributing to prudent investment decisions by providing objective advice and guidance to individual investors and institutional investors. The CIMA certification program is the only credential designed specifically for financial professionals who want to attain a level of competency as an advanced investment consultant.

10
Rodger D. Isom
CRD#: 6669810
2010 Corporate Ridge Road, Ste 530, Mclean, VA 22102

Rodger Isom (CRD# 6669810) is an Investment Advisor Representative working at West Financial Services, Inc. in Mclean, VA and has over 5 years of experience in the finance industry. Rodger Isom 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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