Glen J. Buco
WEST FINANCIAL SERVICES
Rockville, MD 20850
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CRD#: 1711256
Professional summary
Glen Joseph Buco, CFP® is a registered financial advisor currently at WEST FINANCIAL SERVICES, INC. located in Rockville, Maryland.
Glen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Glen has worked at 2 firms and has passed the Series 65 exam.
Biography
Glen speaks regularly to audiences on financial planning and investment management topics and is quoted frequently in consumer publications. He was previously an adjunct professor of financial planning for the Florida Institute of Technology where he taught investments to candidates for CFP® certification. He has been selected one of “The Best Financial Advisers," in the nation by Worth Magazine, 1996-1998, as well as 2007-2008, and as one of “The Best Financial Planners in Washington D.C.” by Washingtonian Magazine, 1994-2002, 2009 and 2013. Current memberships include: The Financial Planning Association and National Association of Personal Financial Advisors.
Question & Answer
What are your service offerings?
Estate Planning
Tax Planning
Retirement Planning
Investment Planning
Do you have an area of expertise or specialization?
Business Owners
High Net Worth Client Needs
Investment Advice with Ongoing...
Medical Professionals
Retirement Planning & Distribu...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
None
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Glen Joseph Buco'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®
CFP®
Start date: 1986
Experience
Current
November 7, 2005 - Present
WEST FINANCIAL SERVICES, INC.
Office #1: 14941 Shady Grove Road, Rockville, MD 20850RIA
CRD#: 137497
Rockville, MD
Past
January 7, 2003 - November 7, 2005
WEST FINANCIAL SERVICES INC
RIA
CRD#: 107004
MCLEAN, VA
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".
WEST FINANCIAL SERVICES, INC.
WEST FINANCIAL SERVICES, INC.
CRD#: 137497 / SEC#: 801-64834
RIA
Registered Investment Advisory firm - (10/3/2005 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.Highlighted states indicate IAR registrations
IAR
Maryland(2/21/2025)
IAR
Texas(11/7/2005)
IAR
Virginia(11/7/2005)
Current Firm
WEST FINANCIAL SERVICES, INC.
WEST FINANCIAL SERVICES, INC.
CRD#: 137497 / SEC#: 801-64834
RIA
Registered Investment Advisory firm - (10/3/2005 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2010 Corporate Ridge Road Ste 530, Mclean, VA 22102
Mailing Address
Phone number
(703) 847-2500
Established
Firm type
Fiscal year end
# of Employees
38
SEC notice filing (24 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,636 |
| AUM (Assets Under Management) | $ 2,574,623,952 |
Red Flags
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