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Brian Laurence MacKin

West Financial Services, Inc.

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About Brian Laurence MacKin

Brian Laurence MacKin is an Investment Advisor Representative associated with West Financial Services, Inc. Brian is a certified financial planner and has been in the industry since 2002. Brian has a Series 65 license and has been registered with the state of Virginia since 2005. Brian is also registered with the state of Texas since 2024. Brian's office is located at 2010 Corporate Ridge Road, STE 530 in McLean, Virginia.

Firm Information

Brian MacKin is currently registered with West Financial Services, Inc.. West Financial Services, Inc. is an investment advisor registered with the SEC. It is headquartered in McLean, VA and manages over $2.5 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and pension consulting services.
West Financial Services, Inc.

2010 CORPORATE RIDGE ROAD

MCLEAN, VA 22102

$2.57B

Assets Under Management

43

Total Clients

20

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Brian MacKin’s Registration & Firm History

VA

11/07/2005 - Present

West Financial Services, Inc. (MCLEAN VA)

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Licenses & Designations

IA

Issued 12/03/2002

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Laurence MacKin.
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