Vision Tech Group LLC
Vision Tech Group LLC (CRD# 311263) is a financial advisory firm headquartered in , . They manage $11,432,788 in 79 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Vision Tech Group LLC
By the Numbers
-
Total Assets Under Management11MILLION
-
Total Number of Accounts79ACCOUNTS
-
Average Account Value$144,719
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, OK, TX
Financial Advisors at Vision Tech Group LLC
1
Lorri Jefferson (CRD# 7303596) is an Investment Advisor Representative working at Vision Tech Group LLC in Pinehurst, TX and has over 3 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.