Unclaimed Profile

Brian Lee Vestal

RIA ADVISORY GROUP, LLC·DES MOINES, Iowa

RIA ADVISORY GROUP, LLC

500 SW 7TH STREET, DES MOINES, IA 50309CRD# 2533289Firm CRD# 152566

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Lee Vestal · DES MOINES, IA

Registration

CRD #2533289 · RIA ADVISORY GROUP, LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Brian Lee Vestal is a registered financial advisor based in DES MOINES, Iowa, affiliated with RIA ADVISORY GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

RIA ADVISORY GROUP, LLC

AUM

$399M

Regulatory assets under management

Employees

Total firm employees

View all advisors at RIA ADVISORY GROUP, LLC →

Services

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2533289

Firm CRD# 152566

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brian Lee Vestal offer?

Brian Lee Vestal specializes in Investment Management, Fee-Only Advisory. Contact their office in DES MOINES, Iowa for a consultation.

What are Brian Lee Vestal's credentials?

Brian Lee Vestal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Lee Vestal located?

Brian Lee Vestal is based in DES MOINES, Iowa, working with RIA ADVISORY GROUP, LLC. Their office serves clients in the DES MOINES metropolitan area and surrounding communities.

How does Brian Lee Vestal charge for services?

Brian Lee Vestal's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RIA ADVISORY GROUP, LLC?

RIA ADVISORY GROUP, LLC has approximately 24 employees and manages $399M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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