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).
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Total Assets Under Management24,381MILLION
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Total Number of Accounts94ACCOUNTS
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Average Account Value$259,372,505
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other
VA
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.
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.
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.
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.
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.