Vest Financial LLC

Vest Financial LLC (CRD# 165976) is a financial advisory firm headquartered in Mclean, VA. They manage $24,381,015,458 in 94 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
8350 Broad St, Suite 240, Mclean, VA 22102
https://www.linkedin.com/company/vest-financial/
By the Numbers
  • Total Assets Under Management
    24,381
    MILLION
  • Total Number of Accounts
    94
    ACCOUNTS
  • Average Account Value
    $259,372,505
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at Vest Financial LLC
Showing 1 - 5 of 5 top financial advisors.
1
Jeffery Chang, financial advisor Mclean VA
Jeffery Y. Chang
CRD#: 5034993
8350 Broad St, Suite 240, Mclean, VA 22102

Jeffery Chang (CRD# 5034993) is an Investment Advisor Representative working at Vest Financial LLC in Mclean, VA and has over 12 years of experience in the finance industry.

2
Christopher Lee, financial advisor San Francisco CA
Christopher D. Lee
CRD#: 6643708
San Francisco, CA

Christopher Lee (CRD# 6643708) is an Investment Advisor Representative working at Vest Financial LLC in San Francisco, CA and has over 7 years of experience in the finance industry.

3
Christopher Mortimer, financial advisor Mclean VA
Christopher J. Mortimer
CRD#: 5374562
8350 Broad St, Suite 240, Mclean, VA 22102

Christopher Mortimer (CRD# 5374562) is an Investment Advisor Representative working at Vest Financial LLC in Mclean, VA and has over 15 years of experience in the finance industry.

4
Karan Sood, financial advisor Mclean VA
Karan Sood
CRD#: 5256243
8350 Broad St, Suite 240, Mclean, VA 22102

Karan Sood (CRD# 5256243) is an Investment Advisor Representative working at Vest Financial LLC in Mclean, VA and has over 16 years of experience in the finance industry.

5
Matthew McFarland, financial advisor Mclean VA
Matthew J. McFarland
CRD#: 2446666
8350 Broad St, Suite 240, Mclean, VA 22102

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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