Financial West Group
Financial West Group was founded in 1985. We are a growing firm with over 250 registered representatives supervised by 22 Offices of Supervisory Jurisdiction throughout the United States. Financial West Group is a FINRA, and SIPC member and SEC Registered Investment Advisor that offers a full range of financial products and services. Our corporate office staff is dedicated to providing our registered representatives quality service and technology to allow them to focus on best servicing their investor’s needs.
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Verified contacts
69
available on Kipplo
LinkedIn employees
65
1 to 10 range
Open roles
—
no listings
Distinct roles
48
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
69 contacts with verified email or phone · masked until revealed.
- DM
Dan Maughan
Investment Executive · Finance & Accounting
EmailPhone - ES
Ellen Shearin
Sr Vice President · General Business & Management
EmailPhone - JF
John Forbes
Vice President Investments · Finance & Accounting
EmailPhone - AE
Arthur Edelman
Wealth Manager · Finance & Accounting
EmailPhone - DK
David Kweder
Senior Financial Consultant · Finance & Accounting
EmailPhone - EG
Edwin Grusd
Senior Financial Consultant · Finance & Accounting
EmailPhone - GK
Greg Klein
Senior Financial Consultant · Finance & Accounting
EmailPhone - IA
Irene Alfaro
Operations Manager · Operations
EmailPhone - JL
Justin Lian
Broker Dealer · Sales & Business Development
EmailPhone
Showing 9 of 69 verified contacts
Top roles at Financial West Group
48 distinct titles indexed · top 10 shown.
- 8financial advisor
- 7financial consultant
- 4senior financial consultant
- 3wealth advisor
- 2investment consultant
- 2registered principal
- 1accounts payable
- 1admin assistant
- 1assistant
- 1broker dealer
- +38more titles
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