Milton Lee West
President, Chief Compliance OfficerWest Financial Strategies, Inc.CRD 4486471
About Milton Lee West
Milton Lee West is listed as President, Chief Compliance Officer at West Financial Strategies, Inc. in Sanford, NC. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of West Financial Strategies, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Milton Lee West work?
Milton Lee West is listed as President, Chief Compliance Officer at West Financial Strategies, Inc. on SEC Form ADV.
How much of West Financial Strategies, Inc. does Milton Lee West own?
Form ADV reports a beneficial ownership band of Over 75%.
West Financial Strategies, Inc.
| Title | President, Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 1996 |