Jared, West
West Wealth Advisory Powered by LPL Financial
7815 N. Palm, Suite 440Fresno, CA 93711
5598602191
About West Wealth Advisory Powered by LPL Financial
The West Wealth Advisory Approach.
Transparency and high-quality service are the basis of our practice. We actively listen to our clients to build strong relationships and develop a deep understanding of their goals and dreams. Our team of experienced financial professionals are committed to consistently communicating throughout every stage of planning and executing on your financial strategy.
See Disclosures
General Information
Firm Start Year
1924
CRD#
3043661
Firm CRD#
6413
Years of Experience in Financial Services
25
Compliance
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, CRM®
Compensation and Fees
Minimum Portfolio Size for New Managed Accounts
$100,000
Education
Bachelor's - Business Finance
Fresno Pacific University
08/1996 -12/1999
Disclosures
LPL ADV 2A
https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf
Additional Detailed Disclosures