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).
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Total Assets Under Management2,283MILLION
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Total Number of Accounts2,431ACCOUNTS
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Average Account Value$939,243
- 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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.