Unclaimed Profile

Lauretta Marie Kramer

WEST FINANCIAL SERVICES, INC.·MCLEAN, Virginia

SIE, Series 6, Series 7, Series 24, Series 66CFPClean record22 years registeredWEST FINANCIAL SERVICES, INC.

2010 CORPORATE RIDGE ROAD, MCLEAN, VA 22102CRD# 2493122Firm CRD# 137497

Profile Verification

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

Identity

Lauretta Marie Kramer · MCLEAN, VA

Registration

CRD #2493122 · WEST FINANCIAL SERVICES, INC. · 22 years registered

Brand Profile

Not yet started

Career History

WEST FINANCIAL SERVICES, INC.

Jun 2018 – present

LPL FINANCIAL LLC

Oct 2007 – Jun 2018

COLUMBIA, MD

UVEST FINANCIAL SERVICES GROUP, INC.

Apr 2004 – Oct 2007

OLNEY, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 66

Registration record

First registered · April 23, 2004

Years registered · 22

Professional designation · CFP

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 Lauretta Marie Kramer offer?

Lauretta Marie Kramer specializes in Financial Planning, Investment Management. Contact their office in MCLEAN, Virginia for a consultation.

What are Lauretta Marie Kramer's credentials?

Lauretta Marie Kramer holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Lauretta Marie Kramer located?

Lauretta Marie Kramer 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 Lauretta Marie Kramer charge for services?

Lauretta Marie Kramer'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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