Vega Financial LLC
Vega Financial LLC (CRD# 312036) is a financial advisory firm headquartered in Mercer Island, WA. They manage $38,000,000 in 90 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management38MILLION
-
Total Number of Accounts90ACCOUNTS
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Average Account Value$422,222
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX, WA
Financial Advisors at Vega Financial LLC
1
Tyson Farmer (CRD# 5068000) is an Investment Advisor Representative working at Vega Financial LLC in Mercer Island, WA and has over 18 years of experience in the finance industry.
2
Teresa Farmer - Clemens (CRD# 7606209) is an Investment Advisor Representative working at Vega Financial LLC in Plano, TX and has 1 year of experience in the finance industry.
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