Brian
Horan
West Financial Services, Inc
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About this Advisor
Brian Horan is a financial advisor who works out of Mc Lean, Virginia with a total of 6 years of relevant experience. Horan is an advisor for West Financial Services, Inc. Over the course of their career, they have held roles at Rme360, Charles Schwab & Co., Inc, Charles Schwab Bank, Pnc Bank, Pnc Investments and West Financial Services, Inc. Horan holds Series 63 and Series 66 licenses, certifying them as a securities agent, and is approved to advise clients in Virginia. West Financial Services, Inc is a firm operating out of Mc Lean, VA. The investment advisory business has a total of 38 financial advisors. It oversees $2 billion in assets among its 2,545 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves one charities and foundations. Of its 2,545 accounts, 52% belong to high-net-worth individuals who have greater than $1 million in assets. West Financial Services, Inc performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fees usually vary depending on which services the firm provides the client. Fee types billed by West Financial Services, Inc may include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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West Financial Services, Inc Brokerage Details
$1,898,689,741
38
2,545
$746,047
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Brian Horan Work History
Brian has been registered as a financial advisor for 6 years.*
West Financial Services, Inc
West Financial Services, Inc
Pnc Bank
Pnc Investments
Rme360
Charles Schwab & Co., Inc
Charles Schwab Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian Horan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at West Financial Services, Inc
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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