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Richard Jonathan Stolz

West Financial Services, Inc.

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About Richard Jonathan Stolz

Richard Stolz is a financial advisor at West Financial Services, Inc. Richard has over 10 years of experience in the financial services industry, and is registered to provide investment advice in Virginia. Richard earned the Series 63, Series 7, Series 86 and Series 87 licenses, and holds the Chartered Financial Analyst designation. Richard has been a financial advisor since 2011. He previously worked at Friedman, Billings, Ramsey & Co., Inc. and FBR Capital Markets & Co. Richard focuses on providing financial planning services to individuals, businesses, and charitable organizations. Richard Stolz also offers portfolio management services to individuals, and pension consulting.

Firm Information

Richard Stolz 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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Richard Stolz’s Registration & Firm History

VA

10/09/2018 - Present

West Financial Services, Inc. (MCLEAN VA)

VA

09/09/2011 - 06/19/2012

FBR CAPITAL MARKETS & CO. (ARLINGTON VA)

VA

11/23/2004 - 02/26/2008

FRIEDMAN, BILLINGS, RAMSEY & CO., INC. (ARLINGTON VA)

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Licenses & Designations

BC

Issued 09/15/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/22/2011

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 10/03/2011

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 09/08/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Jonathan Stolz.
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