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James Thomas West

Dorsey, Wright & Associates, LLC

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About James Thomas West

James Thomas West is a registered Investment Advisor Representative in Virginia, affiliated with Dorsey, Wright & Associates, LLC. James has been in the industry since October 2014. James holds the Series 3 license and has been registered with FINRA since October 2017. Dorsey, Wright & Associates, LLC is a wealth management firm that specializes in providing investment advisory services to individuals, businesses, investment companies, and charitable organizations. The firm’s advisory services include portfolio management, research and chart services, and educational seminars. The firm has offices in Richmond, Virginia. James has experience in providing investment advice to a wide range of clients, including high-net-worth individuals, pension plans, and corporations.

Firm Information

James West is currently registered with Dorsey, Wright & Associates, LLC. Dorsey, Wright & Associates, LLC is an investment advisory firm based in RICHMOND, VA with approximately $578,896,877 in regulatory assets under management. They offer a variety of advisory services, including portfolio management for individuals, businesses, and investment companies, as well as research and chart services, educational seminars, and publication of periodicals. The firm specializes in providing investment advice to high-net-worth individuals, corporations, and other institutions. They also have a wrap fee program available to clients.
Dorsey, Wright & Associates, LLC

3300 W LEIGH STREET

RICHMOND, VA 23230

$578.90M

Assets Under Management

Not reported

Total Clients

19

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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research & chart services

Research & chart services

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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James West’s Registration & Firm History

VA

10/05/2017 - Present

Dorsey, Wright & Associates, LLC (RICHMOND VA)

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Licenses & Designations

BC

Issued 10/24/2017

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Thomas West.
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