Amy R Deever
Investment adviser representative at West Financial Advisors, L.L.C.
15 yearsExperience
1 stateRegistered in
$674.2MFirm assets
9 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- West Financial Advisors, L.L.C.Oct 2025 to now
- Morgan StanleyNov 2021 to Oct 2025
- Wright Service CorpSep 2020 to Nov 2021
- Stayed HomeApr 2020 to Sep 2020
- Eide Bailly LLPNov 2018 to Apr 2020
- Mid-america Sales GroupApr 2011 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (IA).
West Financial Advisors, L.L.C.
$674.2MAssets managed
305Clients
7Advisers
9 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
- 7462246
- Firm CRD
- 142265