Vestory, LLC

Vestory, LLC (CRD# 151858) is a financial advisory firm headquartered in Bellevue, WA. They manage $220,074,815 in 1,201 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    220
    MILLION
  • Total Number of Accounts
    1,201
    ACCOUNTS
  • Average Account Value
    $183,243
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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.

AZ, CA, NY, OR, TX, WA

Financial Advisors at Vestory, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Richard C. Marshall
CRD#: 5783458
1301 120th Avenue Ne, Bellevue, WA 98005
96
Wealthminder
score

Richard Marshall (CRD# 5783458) is an Investment Advisor Representative working at Vestory, LLC in Bellevue, WA and has over 7 years of experience in the finance industry. Richard Marshall has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
William B. Higgins
CRD#: 6158964
8104 216 Pl Se, Woodinville, WA 98072
93
Wealthminder
score

William Higgins (CRD# 6158964) is an Investment Advisor Representative working at Vestory, LLC in Woodinville, WA and has over 6 years of experience in the finance industry.

3
Donald A. McDonald
CRD#: 1141451
Celebration, FL
93
Wealthminder
score

Donald McDonald (CRD# 1141451) is an Investment Advisor Representative working at Vestory, LLC in Celebration, FL and has over 34 years of experience in the finance industry.

4
Jered B. Skousen
CRD#: 5134979
Gilbert, AZ
93
Wealthminder
score

Jered Skousen (CRD# 5134979) is an Investment Advisor Representative working at Vestory, LLC in Gilbert, AZ and has over 11 years of experience in the finance industry.

5
Kim M. Miller
CRD#: 4488984
1301 120th Avenue Ne, Bellevue, WA 98005
89
Wealthminder
score

Kim Miller (CRD# 4488984) is an Investment Advisor Representative working at Vestory, LLC in Bellevue, WA and has over 4 years of experience in the finance industry.

6
Matthew N. Kane
CRD#: 6495362
1301 120th Avenue Ne, Bellevue, WA 98005
88
Wealthminder
score

Matthew Kane (CRD# 6495362) is an Investment Advisor Representative working at Vestory, LLC in Bellevue, WA and has over 2 years of experience in the finance industry.

7
David L. Samp
CRD#: 6338055
1301 120th Avenue Ne, Bellevue, WA 98005
88
Wealthminder
score

David Samp (CRD# 6338055) is an Investment Advisor Representative working at Vestory, LLC in Bellevue, WA and has over 2 years of experience in the finance industry.

8
Michael B. Adams
CRD#: 2855810
0434 Sw Iowa Street, Suite 200, Portland, OR 97239
83
Wealthminder
score

Michael Adams (CRD# 2855810) is an Investment Advisor Representative working at Vestory, LLC in Portland, OR and has over 20 years of experience in the finance industry.

9
Thomas C. Cock
CRD#: 4345448
1301 120th Avenue Ne, Bellevue, WA 98005
81
Wealthminder
score

Thomas Cock (CRD# 4345448) is an Investment Advisor Representative working at Vestory, LLC in Bellevue, WA and has over 11 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.