Glen
Buco

West Financial Services, Inc

CRD#1711256
Investment Advisor
in Mc Lean, VA

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About this Advisor

Glen Buco is a certified financial planner based in Mc Lean, Virginia with a total of 18 years of industry experience. Buco is on the advisory team at West Financial Services, Inc. They have spent all of their career at West Financial Services, Inc. Buco has a Series 65 license, qualifying them as an investment advisor representative, and is registered to work in Texas and Virginia. West Financial Services, Inc is a registered investment company operating out of Mc Lean, VA. The investment advisory business has a total of 38 people on staff. It manages $2 billion in assets under management across its 2,545 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises one charitable organizations. Of its 2,545 accounts, 52% are held by high-net-worth individuals who have more than $1 million in assets. West Financial Services, Inc provides a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advice vary depending on which service is provided. However, fee types billed by West Financial Services, Inc most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

18 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2010 Corporate Ridge Road Ste 530
Mc Lean, VA 22102

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West Financial Services, Inc Brokerage Details

Total Assets Under Management

$1,898,689,741

VA Average: $1,835,309,194
Total Number of Employees

38

VA Average: 32
Total Number of Accounts

2,545

VA Average: 1,458
Average Account Size

$746,047

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Glen Buco Work History

Glen has been registered as a financial advisor for 18 years.*

1983 - Present (41 years)

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 Glen Buco 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

Tanya Carson
Mc Lean, VA
Victoria Henry
Mc Lean, VA
Rodger Isom
Mc Lean, VA
Matthew Armendaris
Mc Lean, VA
Abigail Just
Mc Lean, VA
Richard Stolz
Mc Lean, VA
Glenn Guard
Mc Lean, VA
Laura Nash
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.

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