Angel Irazola

WEST FINANCIAL SERVICES

Mclean, VA 22102

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CRD#: 4405541

Professional summary

Angel Irazola is a registered financial advisor currently at WEST FINANCIAL SERVICES, INC. located in Mclean, Virginia.

Angel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Angel has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Angel Irazola's CRS (Customer Relationship Summary).

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®

None

Experience

Current

February 9, 2023 - Present

WEST FINANCIAL SERVICES, INC.

Office #1: 2010 Corporate Ridge Road Ste 530, Mclean, VA 22102

RIA

CRD#: 137497

Mclean, VA

Past

January 3, 2020 - January 6, 2023

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

Vienna, VA

Past

January 2, 2020 - January 6, 2023

MML INVESTORS SERVICES, LLC

CRD#: 10409

Vienna, VA

Past

November 20, 2013 - September 4, 2019

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

WASHINGTON, DC

Past

November 8, 2013 - September 4, 2019

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WASHINGTON, DC

Past

October 13, 2004 - October 7, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

WASHINGTON, DC

Past

October 13, 2004 - October 7, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

WASHINGTON, DC

Past

July 2, 2003 - July 9, 2004

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

September 17, 2001 - December 16, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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.

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

Virginia
(2/9/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/31/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/11/2001

General Securities Representative Examination

Current Firm

WEST FINANCIAL SERVICES, INC.

CRD#: 137497 / SEC#: 801-64834

RIA

Registered Investment Advisory firm - (10/3/2005 Approved)

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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

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WFS - FORM ADV, PART 2A (4/10/2025)

Regulatory assets under management

Total Number of Accounts	2,636
AUM (Assets Under Management)	$ 2,574,623,952

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Angel Irazola

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Angel Irazola's CRS (Customer Relationship Summary).

Certified licenses

Experience

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

OSAIC WEALTH, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

WEST FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/31/2003

SIE

Date: 10/1/2018

Series 7

Date: 9/11/2001

Current Firm

WEST FINANCIAL SERVICES, INC.

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEST FINANCIAL SERVICES, INC.

TRUST BUT VERIFY

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