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Milton Lee West

West Financial Strategies, Inc.

Sanford, NC

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Current Employers
West Financial Strategies, Inc.

301 Court Square, Sanford, NC 27330 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2000-12-31
  • NC RA
    APPROVED
    Since 2000-12-31

Branch Locations

301 Court Square, Sanford, NC 27330 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
West Financial Strategies, Inc. Sanford NC 06/1998 Present
M. Lee West, Cpa, Pa Sanford NC 08/1986 Present
Other Businesses

M. Lee West, CPA, P. A.- Not investment related - 301 Court Square, Sanford, NC 27330 - CPA firm - President - Sole owner - August 18, 1986 - 100 + hours/month - 4 hours/day- providing CPA services VCW, LLC- Not Investment related - 301 Court Square, Sanford, NC 27330 -real estate - Partner - January 1, 2008 - 1 hour/month - 0 hours - Partner passive real estate rental West Boat Properties, LLC- Not investment related- 2001 Country Club Ct, Sanford, NC 27332- Holds title to motor boat and boat slip - Managing Partner- 50% owner - May 15, 2019 - 1 hour/month -0 hours - Managing Partner for pleasure boat holding

Designations

View on SEC IAPD

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