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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Allen West is an investment advisor representative with West Financial Advisors, LLC. Brian has been in the industry since August 2008 and is registered in Iowa and Texas. Brian has a Series 65 license and holds a Uniform Investment Adviser Law Examination. Brian specializes in providing financial planning, portfolio management for individuals, and educational seminars. West Financial Advisors, LLC has approximately 1686 accounts under management and a total of $610,548,598 in regulatory assets under management. Brian's clients include individuals, high net worth individuals, and pension and profit-sharing plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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IA
01/25/2019 - Present
West Financial Advisors, LLC (DES MOINES IA)
IA
Issued 09/11/2008
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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