Vest Financial LLC

Vest Financial LLC (CRD# 165976) is a financial advisory firm headquartered in Mclean, VA. They manage $3,289,442 in 17 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $193,497
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, VA

Financial Advisors at Vest Financial LLC
Showing 1 - 4 of 4 top financial advisors.
1
Jeffery Y. Chang
CRD#: 5034993
8300 Greensboro Drive, Suite 800, Mclean, VA 22102
93
Wealthminder
score

Jeffery Chang (CRD# 5034993) is an Investment Advisor Representative working at Vest Financial LLC in Mclean, VA and has over 6 years of experience in the finance industry.

2
Christopher J. Mortimer
CRD#: 5374562
8300 Greensboro Drive, Suite 800, Mclean, VA 22102
93
Wealthminder
score

Christopher Mortimer (CRD# 5374562) is an Investment Advisor Representative working at Vest Financial LLC in Mclean, VA and has over 8 years of experience in the finance industry.

3
Karan Sood
CRD#: 5256243
8300 Greensboro Drive, Suite 800, Mclean, VA 22102
93
Wealthminder
score

Karan Sood (CRD# 5256243) is an Investment Advisor Representative working at Vest Financial LLC in Mclean, VA and has over 10 years of experience in the finance industry.

4
Jonathan G. Hale
CRD#: 6086220
8300 Greensboro Drive, Suite 800, Mclean, VA 22102
89
Wealthminder
score

Jonathan Hale (CRD# 6086220) is an Investment Advisor Representative working at Vest Financial LLC in Mclean, VA and has over 4 years of experience in the finance industry.

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