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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.

TitlePresident, Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since1996
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