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Financial ADVSR advisor directory · SEC adviser records

West Financial Services, Inc. financial advisors in McLean, VA

Every SEC-registered investment adviser representative at a West Financial Services, Inc. office in McLean, A to Z.

13 registered advisors work at West Financial Services, Inc. in McLean, out of 19 at the firm nationwide; it ranks number 11 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

West Financial Services, Inc. advisors in McLean, A to Z

Every West Financial Services, Inc. advisor →

West Financial Services, Inc. advisors in every city and state →West Financial Services, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

West Financial Services, Inc. advisors in other cities

Rockville, MD 6

Other firms in McLean

All McLean advisors →

Wells Fargo Clearing Services, LLC 124Morgan Stanley 78Cassaday & Company, Inc. 43MML Investors Services, LLC 28Ameriprise Financial Services, LLC 22Truist Advisory Services, Inc. 22Range Advisory, LLC 19Concurrent Investment Advisors, LLC 18UBS Financial Services Inc. 18Bogart Wealth, LLC 16Cetera Investment Advisers LLC 12Creative Planning 12

Questions

How many financial advisors does West Financial Services, Inc. have in McLean?

13 investment adviser representatives are registered at West Financial Services, Inc. offices in McLean, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 19 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is West Financial Services, Inc. one of the largest advisor employers in McLean?

West Financial Services, Inc. ranks number 11 in McLean by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 124.

How do I check a West Financial Services, Inc. advisor in McLean?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the West Financial Services, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.