Rodrigo
Huerta
West Financial Services, Inc
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About this Advisor
Rodrigo Huerta is a financial advisor operating in Mc Lean, Virginia with 6 years of relevant experience. Huerta is currently employed by West Financial Services, Inc. Throughout their career, they have worked at Aegis Wealth Management LLC and West Financial Services, Inc. Huerta has a Series 65 license, certifying them as an investment advisor representative, and is registered to work in Virginia. West Financial Services, Inc is a registered investment firm operating out of Mc Lean, VA. The firm has a total of 38 financial advisors. It has $2 billion in assets among its 2,545 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves one charitable organizations. Of its 2,545 accounts, 52% are associated with high-net-worth investors who have more than $1 million in investable assets. The firm provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management vary depending on which services the firm provides the client. Fees charged by West Financial Services, Inc likely include 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$1,898,689,741
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
38
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
2,545
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$746,047
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Rodrigo Huerta Work History
Rodrigo has been registered as a financial advisor for 6 years.*
West Financial Services, Inc
Aegis Wealth Management LLC
Aegis Wealth Management LLC
*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 Rodrigo Huerta 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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