West Financial Services Inc

West Financial Services Inc, or legally known as WEST FINANCIAL SERVICES, INC. is a Maryland Corporation that currently employs a total of 30 individuals, with 23 of them in advisory roles. The firm is dedicated to serving its 48 clients and its latest reported SEC status is designated as Approved, granted on October 3, 2005.

• BRIAN LAURENCE MACKIN

  CHIEF COMPLIANCE OFFICER AND SECRETARY OF THE BOARD OF DIRECTORS owns less than 5%

• GLEN JOSEPH BUCO

  PRESIDENT AND PRESIDENT OF THE BOARD OF DIRECTORS owns less than 5%

• GLENN AVERY ROBINSON

  CHIEF INVESTMENT OFFICER owns less than 5%

• KIMBERLY ANNE COX

  CHIEF OPERATING OFFICER AND TREASURER OF THE BOARD OF DIRECTORS owns less than 5%

• SANDY SPRING BANK

  SHAREHOLDER owns 75% or more

• SANDY SPRING BANCORP, INC.

  SHAREHOLDER owns 75% or more

• Independence Wealth Advisors Inc
• ALPHA FINANCIAL ADVISORS, LLC
• Retirement Researcher LLC
• Keystone Asset Management Inc
• STERLING WEALTH MANAGEMENT, INC.
• Andersen TAX LLC
• FJ Capital Management LLC
• SAGE Financial Management Group Inc
• Harbour Capital Advisors LLC
• Aegis Financial Corporation