West Financial Services, Inc.

West Financial Services, Inc. (CRD# 137497) is a financial advisory firm headquartered in Mclean, VA. They manage $2,162,441,566 in 2,442 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,162
    MILLION
  • Total Number of Accounts
    2,442
    ACCOUNTS
  • Average Account Value
    $885,521
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
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 20 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 24 years of experience in the finance industry.

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 29 years of experience in the finance industry.

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 7 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 18 years of experience in the finance industry.

5
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 10 years of experience in the finance industry.

6
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 30 years of experience in the finance industry.

7
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.

8
Abigail E. Just
CRD#: 5191369
2010 Corporate Ridge Road, Ste. 530, Mclean, VA 22102

Abigail Just (CRD# 5191369) is an Investment Advisor Representative working at West Financial Services, Inc. in Mclean, VA and has over 17 years of experience in the finance industry.

9
Lauretta M. Kramer
CRD#: 2493122
2010 Corporate Ridge Road, Ste 530, Mclean, VA 22102

Lauretta Kramer (CRD# 2493122) is an Investment Advisor Representative working at West Financial Services, Inc. in Mclean, VA and has over 19 years of experience in the finance industry.

10
Brian L. Mackin
CRD#: 4120118
2010 Corporate Ridge Road, Ste 530, Mclean, VA 22102

Brian Mackin (CRD# 4120118) is an Investment Advisor Representative working at West Financial Services, Inc. in Mclean, VA and has over 21 years of experience in the finance industry.

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