Unclaimed Profile

Glenn Avery Robinson

WEST FINANCIAL SERVICES, INC.·MCLEAN, Virginia

Clean record22 years registeredWEST FINANCIAL SERVICES, INC.

2010 CORPORATE RIDGE ROAD, MCLEAN, VA 22102CRD# 4789011Firm CRD# 137497

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Glenn Avery Robinson · MCLEAN, VA

Registration

CRD #4789011 · WEST FINANCIAL SERVICES, INC. · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WEST FINANCIAL SERVICES, INC.

WEST FINANCIAL SERVICES, INC.

Nov 2005 – Jun 2025

MCLEAN, VA

WEST FINANCIAL SERVICES INC

Apr 2004 – Nov 2005

MCLEAN, VA

Registrations & Exams

Registration record

First registered · April 30, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEST FINANCIAL SERVICES, INC.

CRD 137497 · SEC 801-64834

AUM

$2.2B

Regulatory assets under management

Employees

2,442 client accounts

Services offered by WEST FINANCIAL SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEST FINANCIAL SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Glenn Avery Robinson offer?

Glenn Avery Robinson specializes in Financial Planning, Investment Management.

What are Glenn Avery Robinson's credentials?

Glenn Avery Robinson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Glenn Avery Robinson located?

Glenn Avery Robinson is based in MCLEAN, Virginia, last registered with WEST FINANCIAL SERVICES, INC..

How does Glenn Avery Robinson charge for services?

Glenn Avery Robinson'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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