WEST FINANCIAL SERVICES, INC.

MCLEAN, Virginia·7 registered advisors·CRD# 137497
SEC# 801-648340703-847-2500
01

Firm Overview

AUM
$2.2B
Regulatory assets under management
Employees
37
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WEST FINANCIAL SERVICES, INC.

7 registered advisors
Brian Laurence Mackin
MCLEAN, Virginia
Glen Joseph Buco
MCLEAN, Virginia
Glenn Avery Robinson
MCLEAN, Virginia
Kimberly Anne Cox
MCLEAN, Virginia
Kirstie Bridget Sturman
MCLEAN, Virginia
Lauretta Marie Kramer
MCLEAN, Virginia
CFP
Norma Lee Graves
MCLEAN, Virginia
05

Office Locations

MCLEAN, Virginia
7 advisors

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Data sourced from SEC Form ADV filings. WEST FINANCIAL SERVICES, INC. (CRD# 137497) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.