1801 F Street,
I am pleased to announce that I have joined West Invest, an independent financial firm in Bellingham, WA.
This move allows me to continue delivering an exceptional client experience while helping you pursue your financial goals. Now that I have joined West Invest, you won't just have me helping you, you will have access to the entire West Invest Team, as well as all of the resources offered by LPL Financial, the #1 independent broker/dealer in the United States.
I would be honored if you joined me by transferring your account to LPL Financial, allowing me to continue serving you and your family's financial needs.
If you have questions about this move or how to transfer your account, please call me at (360) 733-7750.
Thank you for your continued trust and support.
LPL Financial Advisor
West Invest was founded by Marty West in April 2000. Marty found that by creating his own company it allowed him the freedom to choose the people he works with and the flexibility to provide any financial strategies for his clients. He enjoyed the opportunity to work out of his home office for 18 years, giving him time to be with his family and meet with clients where they preferred.
With a client comes first mentality, the West Invest team has grown in the past few years to include Marty’s three children, Blair, Emily, and Audrey.
West Invest was also happy to partner with Steven Avery from Harbor Bell Financial in 2020, as well as Ed Williams from Bayport Financial 2021.With all advisors having different backgrounds in the business, it allows them to leverage each other’s knowledge for the benefit of their clients.
Client Relationship Manager
Client Service Associate
LPL Registered Administrative Associate
LPL Financial is one of the nation's leading financial services companies and a publicly traded company on the NASDAQ under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.
1801 F Street
Bellingham, WA 98225
Phone: (360) 738-6019
Fax: (360) 738-2096
Mon-Fri: 9:00 AM - 5:00 PM
Sat-Sun: By Appointment