Walter West (CRD# 2167649) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Erie, PA and has over 32 years of experience in the finance industry.
CRD# 6679950
Hbks Wealth Advisors
CRD# 6100972
Hbks Wealth Advisors
CRD# 4843777
Hbks Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Milestone Asset Management, LLC | Pittsburgh, PA | Sep 2020 - Current | 3 |
| Brookstone Capital Management | Wheaton, IL | Jan 2018 - Current | 6 |
| West Advisory Group | Pittsburgh, PA | Apr 2015 - Current | 9 |
| Center Street Advisors | Nashville, TN | May 2015 - Jan 2018 | 2 |
| Center Street Securities | Nashville, TN | Apr 2011 - Jan 2018 | 6 |
| Brookstone Capital Management | Wheaton, IL | Apr 2011 - May 2015 | 4 |
| Leonard West Advisory Group | Pittsburgh, PA | Jan 2013 - Apr 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1992 |
- PA
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Total Assets Under Management8,843MILLIONS
-
Total Number of Accounts68,500ACCOUNTS
-
Average Account Value$129,089
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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