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).
-
Total Assets Under Management2,162MILLION
-
Total Number of Accounts2,442ACCOUNTS
-
Average Account Value$885,521
- 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
Glenn Robinson (CRD# 4789011) is an Investment Advisor Representative working at West Financial Services, Inc. in Mclean, VA and has 1 year of experience in the finance industry.
Richard Stolz (CRD# 4874444) is an Investment Advisor Representative working at West Financial Services, Inc. in Mclean, VA and has over 12 years of experience in the finance industry.
Kirstie Sturman (CRD# 4622459) 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.
Daniel Trosch (CRD# 2226554) is an Investment Advisor Representative working at West Financial Services, Inc. in Mclean, VA and has 1 year of experience in the finance industry.
Matthew Armendaris (CRD# 6944886) 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.
Patrick Fitzgerald (CRD# 4260696) 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.
Marianna Glazov (CRD# 7547831) is an Investment Advisor Representative working at West Financial Services, Inc. in Mclean, VA and has 1 year of experience in the finance industry.
Glenn Guard (CRD# 3127099) 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.
Daniel McManus (CRD# 1237800) is an Investment Advisor Representative working at West Financial Services, Inc. in Mclean, VA and has over 40 years of experience in the finance industry.
Ryan Streilein (CRD# 6453951) is an Investment Advisor Representative working at West Financial Services, Inc. in Mclean, VA and has 1 year of experience in the finance industry.