LW
Lamar A. West
WEST INVEST
BELLINGHAM, WA 98225
Some features on this profile are disabled
CRD#: 1566808
LW
Professional summary
Lamar A West, who also goes by Marty West, is a registered financial advisor currently at WEST INVEST located in Bellingham, Washington and LPL FINANCIAL LLC located in Bellingham, Washington.
Lamar is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Lamar has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Marty West
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 5/19/2006 - NON-VARIABLE INSURANCE - INSURANCE SALES REP. - 1424 TOLEDO STREET BELLINGHAM WA 98226 - TIME SPENT 2%. 2. 6/21/2010- OTHER-AMWAY GLOBAL - QUIXTAR BUSINESS HAS BEEN CHANGED BACK TO AMWAY GLOBAL, INC. - TIME SPENT 10%. 3. 3/20/2012 - FOR ACCOUNTING PURPOSES ONLY - WESTINVEST - USED FOR WASHINGTON STATE TAX REPORTING ONLY. 4. 09/16/2015 - Von Smith Insurance - Referral - INV REL - AT REPORTED BUSINESS LOCATION(S) - START 09/01/2015 - 2 HRS/MO NOT DURING SECS TRDG HRS. 5. 6/16/2017 - West Invest - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 07/01/2017 - 160 Hours Per Month During Securities Trading. 6. 10/11/2017 - westinvestwealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/10/2017 - 0 Hours Per Month. 7. 10/29/2018 - West Invest Properties, LLC - Investment Related - 1801 F St, Bellingham, WA, 98225 - Real Estate Rental - Started 11/17/2017 - 0 Hours Per Month - Purchasing a building for partial or full use of my normal LPL business. 8. 09/21/2023 - Northwest Wealth Advisors LLC - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 09/05/2023 - 3 Hours Per Month/ 40 Hours During Trading 9. 09/21/2023 - Northwest Wealth Advisors LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 09/05/2023 - 5 Hours per Month/ 0 Hours During Trading - I provide investment advisory services through Northwest Wealth Advisors LLC, an independent investment advisor firm. I started this business activity in 9/2023. I expect to spend approximately 5 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 10. 12/06/2023 - West Invest, LLC - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 09/01/2023 - 0 Hours Per Month/ During Trading
CRS (Client Relationship Summary) - RIA
Click below to view Lamar A West's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 6, 2023 - Present
WEST INVEST
Office #1: 1801 F Street, Bellingham, WA 98225RIA
CRD#: 327641
BELLINGHAM, WA
Current
October 1, 1998 - Present
LPL FINANCIAL LLC
Office #1: 1801 F St, Bellingham, WA 98225RIA
BD
CRD#: 6413
BELLINGHAM, WA
Past
January 27, 2000 - December 8, 2023
LPL FINANCIAL LLC
RIA
CRD#: 6413
BELLINGHAM, WA
Past
July 12, 1995 - October 15, 1998
WAMU INVESTMENTS, INC.
BD
CRD#: 599
IRVINE, CA
Past
September 23, 1994 - July 12, 1995
KEY INVESTMENTS INC.
BD
CRD#: 15873
CLEVELAND, OH
Past
December 10, 1991 - September 27, 1994
WAMU INVESTMENTS, INC.
BD
CRD#: 599
IRVINE, CA
Past
January 19, 1989 - February 6, 1991
DETWILER FENTON WEALTH MANAGEMENT INC
BD
CRD#: 16063
BOSTON, MA
Past
September 9, 1988 - January 16, 1989
INTERPACIFIC INVESTORS SERVICES, INC.
BD
CRD#: 4879
Past
January 2, 1987 - January 28, 1987
DAIN RAUSCHER INCORPORATED
BD
CRD#: 7600
Past
January 2, 1987 - May 3, 1988
NATIONAL SECURITIES CORPORATION
BD
CRD#: 7569
Past
September 26, 1986 - October 13, 1986
PACIFIC GROWTH SECURITIES,INC.
BD
CRD#: 15247
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WI
WEST INVEST
NORTHWEST WEALTH ADVISORS | WEST INVEST | NORTHWEST WEALTH ADVISORS, LLC
CRD#: 327641 / SEC#: 801-128653
RIA
Registered Investment Advisory firm - (8/31/2023 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/10/2022)
RR
Alaska(1/3/2013)
RR
Arizona(8/28/2000)
RR
California(10/6/1998)
RR
Colorado(6/3/2020)
RR
Florida(7/5/2018)
RR
Hawaii(1/3/2022)
RR
Idaho(6/3/2019)
RR
Illinois(7/18/2022)
RR
Indiana(6/14/2023)
RR
Kansas(3/9/2022)
RR
Louisiana(8/28/2015)
RR
Maryland(1/3/2022)
RR
Minnesota(1/4/2017)
RR
Missouri(1/2/2019)
RR
Montana(4/27/2020)
RR
Nevada(10/1/1998)
RR
New Jersey(4/1/2025)
RR
North Carolina(8/2/2019)
RR
Ohio(4/3/2012)
RR
Oklahoma(11/1/2022)
RR
Oregon(10/1/1998)
RR
South Carolina(12/9/2020)
RR
South Dakota(1/3/2022)
RR
Texas(7/7/2022)
IAR
Texas(9/6/2023)
RR
Utah(7/7/2022)
RR
Virginia(1/2/2020)
RR
Washington(10/1/1998)
IAR
Washington(9/6/2023)
RR
Wisconsin(7/22/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
WI
WEST INVEST
NORTHWEST WEALTH ADVISORS | WEST INVEST | NORTHWEST WEALTH ADVISORS, LLC
CRD#: 327641 / SEC#: 801-128653
RIA
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Contact information
Main Address
1801 F Street, Bellingham, WA 98225
Mailing Address
Phone number
(360) 738-6019
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,184 |
| AUM (Assets Under Management) | $ 193,599,500 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
