Lavelle B. West
WEST INVEST
BELLINGHAM, WA 98225
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CRD#: 6575195
Lavelle Blair WestWEST INVEST
Professional summary
Lavelle Blair West, CFP® is a registered financial advisor currently at WEST INVEST located in Bellingham, Washington and LPL FINANCIAL LLC located in Bellingham, Washington.
Lavelle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Lavelle has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
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.
1. 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. 2. 11/7/2018 - West Wealth Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 10/22/2018 - 10 Hours Per Month/10 Hours During Securities Trading. 3. 06/30/2025 - Mountain View Insurance - Non Investment Related - At Reported Business Location(s) - Insurance Agency - Governor, Owner, Producer, Insurance Agent - Start Date - 01/01/2019 - 10 Hours Per Month/10 Hours During Securities Trading 4. 08/18/2023 - No Business Name - Real Estate Rental - Investment Related - Ferndale, WA - Start Date 05/01/2023 - 0 Hours Per Month/ During Trading 5. 10/11/2023 - Northwest Wealth Advisors - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 09/01/2023 - 160 Hours Per Month/ During Trading - I provide investment advisory services through Northwest Wealth Advisors, an independent investment advisor firm. I started this business activity in 9/20023. I expect to spend approximately 160 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. 6. 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 Lavelle Blair 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: 2022
Experience
Current
September 6, 2023 - Present
WEST INVEST
Office #1: 1801 F Street, Bellingham, WA 98225RIA
CRD#: 327641
BELLINGHAM, WA
Current
June 13, 2016 - Present
LPL FINANCIAL LLC
Office #1: 1801 F St, Bellingham, WA 98225RIA
BD
CRD#: 6413
BELLINGHAM, WA
Past
June 27, 2016 - December 22, 2023
LPL FINANCIAL LLC
RIA
CRD#: 6413
FORT MILL, SC
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(4/12/2022)
RR
Alaska(3/4/2019)
RR
Arizona(2/28/2019)
RR
California(2/25/2019)
RR
Florida(7/5/2018)
RR
Idaho(8/22/2022)
RR
Illinois(8/24/2022)
RR
Missouri(1/2/2019)
RR
Nevada(6/9/2023)
RR
Oregon(3/4/2019)
RR
South Carolina(4/4/2022)
RR
Washington(6/27/2016)
IAR
Washington(9/6/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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
Registered Investment Advisory firm - (8/31/2023 Approved)Loading...
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 (9 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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Company Information
WEST INVEST
CRD#: 327641Bellingham, WA 98225TRUST BUT VERIFY
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