Matthew McFarland (CRD# 2446666) is an Investment Advisor Representative working at Vest Financial LLC in Mclean, VA and has over 23 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vest Securities, LLC | Mclean, VA | Jul 2023 - Current | < 1 |
| Cboe Vest Financial, LLC | Mclean, VA | Apr 2023 - Current | 1 |
| Miami International Holdings | Princeton, NJ | Apr 2021 - Mar 2023 | 1 |
| Unemployed | Chicago, IL | Oct 2020 - Apr 2021 | < 1 |
| Cboe Global Markets | Chicago, IL | Aug 2007 - Oct 2020 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- VA
-
Total Assets Under Management24,381MILLIONS
-
Total Number of Accounts94ACCOUNTS
-
Average Account Value$259,372,505
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other
VA
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