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Dennis Patrick Neville

WEST FINANCIAL SERVICES, INC.·MCLEAN, Virginia
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1355 BEVERLY RD, MCLEAN, VA 22101CRD# 6039452Firm CRD# 137497
01

About

Dennis Patrick Neville is a registered financial advisor based in MCLEAN, Virginia, affiliated with WEST FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WEST FINANCIAL SERVICES, INC.
WEST FINANCIAL SERVICES, INC.
AUM
$2.2B
Regulatory assets under management
Employees
37
Total firm employees
View all advisors at WEST FINANCIAL SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6039452
Firm CRD# 137497
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Dennis Patrick Neville offer?
Dennis Patrick Neville specializes in Financial Planning, Investment Management. Contact their office in MCLEAN, Virginia for a consultation.
What are Dennis Patrick Neville's credentials?
Dennis Patrick Neville is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dennis Patrick Neville located?
Dennis Patrick Neville is based in MCLEAN, Virginia, working with WEST FINANCIAL SERVICES, INC.. Their office serves clients in the MCLEAN metropolitan area and surrounding communities.
How does Dennis Patrick Neville charge for services?
Dennis Patrick Neville's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEST FINANCIAL SERVICES, INC.?
WEST FINANCIAL SERVICES, INC. has approximately 37 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WEST FINANCIAL SERVICES, INC.

Joseph Allen Dennis
MCLEAN, VA
Daniel Joseph Schrider
MCLEAN, VA
Glen Joseph Buco
MCLEAN, VA
Glenn Avery Robinson
MCLEAN, VA
Mark Edward Friis
MCLEAN, VA
Ronald Edward Kuykendall
MCLEAN, VA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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