Brian
Mackin
West Financial Services, Inc
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About this Advisor
Brian Mackin is a certified financial planner based out of Mc Lean, Virginia with 18 years of relevant experience. Mackin currently works for West Financial Services, Inc. During their career, the advisor has held roles at West Financial Services, Inc. Mackin holds a Series 65 license, qualifying them as an investment advisor representative, and is registered to work in Virginia. West Financial Services, Inc is a business based in Mc Lean, VA. The investment advisory business has a total of 38 advisors. It administers $2 billion in assets between its 2,545 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to one charities and foundations. Of its 2,545 customer accounts, 52% are held by high-net-worth clients who have greater than $1 million in assets. The firm offers a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fee schedules usually are based on the type of financial services. Fees charged by West Financial Services, Inc can 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 Mackin Work History
Brian has been registered as a financial advisor for 18 years.*
West Financial Services, Inc
West Financial Services, Inc
West Financial Services, Inc
West Financial Services, Inc
*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 Mackin 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
