Lola C. West
Investment adviser representative at Westfuller Advisors, LLC
17 yearsExperience
2 statesRegistered in
$3.4BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- Westfuller Advisors, LLCMay 2011 to now
- Celadon Financial Group LLCOct 2009 to Jun 2022
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 2 states (CA, NY).
Westfuller Advisors, LLC
$3.4BAssets managed
88Clients
8Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4243450
- Firm CRD
- 155054