MW
Milton L. West
WEST FINANCIAL STRATEGIES
SANFORD, NC 27330
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CRD#: 4486471
MW
Professional summary
Milton Lee West, CFP® is a registered financial advisor currently at WEST FINANCIAL STRATEGIES, INC. located in Sanford, North Carolina.
Milton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Milton has worked at 1 firm .
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.
M. Lee West, CPA, P. A.- Not investment related - 301 Court Square, Sanford, NC 27330 - CPA firm - President - Sole owner - August 18, 1986 - 100 + hours/month - 4 hours/day- providing CPA services VCW, LLC- Not Investment related - 301 Court Square, Sanford, NC 27330 -real estate - Partner - January 1, 2008 - 1 hour/month - 0 hours - Partner passive real estate rental West Boat Properties, LLC- Not investment related- 2001 Country Club Ct, Sanford, NC 27332- Holds title to motor boat and boat slip - Managing Partner- 50% owner - May 15, 2019 - 1 hour/month -0 hours - Managing Partner for pleasure boat holding
CRS (Client Relationship Summary) - RIA
Click below to view Milton Lee 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®
CFP®
Start date: 1988
Experience
Current
December 31, 2000 - Present
WEST FINANCIAL STRATEGIES, INC.
Office #1: 301 Court Square, Sanford, NC 27330RIA
CRD#: 118241
SANFORD, NC
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
North Carolina(12/31/2000)
Exams
Current Firm
WF
WEST FINANCIAL STRATEGIES, INC.
WEST FINANCIAL STRATEGIES, INC.
CRD#: 118241 / SEC#:
North Carolina
Registered Investment Advisory firm - (12/31/2000 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
301 Court Square, Sanford, NC 27330
Mailing Address
Phone number
(919) 774-8664
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 300 |
| AUM (Assets Under Management) | $ 106,106,942 |
Red Flags
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