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Aspen Lynn West

Forefront

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About Aspen Lynn West

Aspen Lynn West is a financial advisor at Forefront, an investment advisory firm based in Austin, Texas. Aspen has been in the industry for over 8 years and holds the Series 66, Series 7, and SIE licenses. Aspen specializes in providing financial planning, portfolio management, and educational seminars to individuals and high-net-worth individuals. Aspen is also a Certified Financial Planner. Before joining Forefront, Aspen worked at Raymond James Financial Services, Inc., and Vanguard Marketing Corporation. Aspen is committed to providing her clients with personalized financial advice to help them achieve their financial goals.

Firm Information

Aspen West is currently registered with Forefront. Forefront is a Registered Investment Adviser (RIA) based in Austin, TX, with $118,199,573 in regulatory assets under management. The firm provides financial planning, educational seminars, selection of other advisers, and portfolio management for individuals and businesses. Forefront has 660 client accounts, with 191 individual clients other than high-net-worth, and 65 high-net-worth individuals.
Forefront

7500 RIALTO BLVD, BLDG 1 SUITE 250

AUSTIN, TX 78735

$118.20M

Assets Under Management

10

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees and revenue share for referrals to third parties

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Aspen West’s Registration & Firm History

TX

08/22/2024 - Present

Forefront (AUSTIN TX)

AZ

05/10/2022 - 06/24/2024

RAYMOND JAMES FINANCIAL SERVICES, INC. (Scottsdale AZ)

AZ

03/07/2018 - 04/20/2022

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

AZ

08/23/2016 - 10/31/2017

EDWARD JONES (CAVE CREEK AZ)

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Licenses & Designations

BOTH

Issued 07/06/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/22/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aspen Lynn West.
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