Addison
Drummond
Westco Advisory Services, Inc
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About this Advisor
Addison Drummond is a financial advisor based in Lynbrook, New York with 2 years of industry experience. Drummond works at Westco Advisory Services, Inc. During their career, the advisor has held roles at Westco Financial Group, Atria Glen Cove, Atria Kew Gardens, Atria Senior Living, Atria Home Care and Westco Advisory Services, Inc. Drummond has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in New York. Westco Advisory Services, Inc is an advisory company based in Lynbrook, NY. It has $185 million in total assets among its 845 client accounts, placing it among the mid-sized firms in the country by assets under management. Of its 845 client accounts, 18% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The company has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees vary depending on which service is provided. Fee types charged by Westco Advisory Services, Inc most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Westco Advisory Services, Inc Brokerage Details
$185,027,570
6
845
$218,968
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Addison Drummond Work History
Addison has been registered as a financial advisor for 2 years.*
Westco Financial Group
Westco Advisory Services, Inc
Atria Glen Cove
Atria Kew Gardens
Atria Home Care
Atria Senior Living
*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 Addison Drummond 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 Westco Advisory Services, Inc
Lynbrook, NY
Stratford, CT
Lynbrook, NY
Lynbrook, NY
Lynbrook, NY
Lynbrook, NY
Lynbrook, NY
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