Milton Lee West
Investment adviser representative at West Financial Strategies, Inc.
40 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$121MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
40 years in the industry.
- West Financial Strategies, Inc.Jun 1998 to now
- M. Lee West, Cpa, PaAug 1986 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NC).
West Financial Strategies, Inc.
$121MAssets managed
140Clients
2Advisers
Under 1 yearIn 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
- 4486471
- Firm CRD
- 118241