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VEST FINANCIAL LLC
VEST FINANCIAL LLC
MCLEAN, Virginia
·
7 registered advisors
·
CRD# 165976
SEC# 801-77463
0
855-979-6060
01
Firm Overview
AUM
$24.4B
Regulatory assets under management
Employees
27
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (pooled investments)
Pension consulting
Other
Compensation
Percentage of AUM
03
Specialties
Investment Management
Retirement Planning
Fee-Only Advisory
04
Advisors at VEST FINANCIAL LLC
7 registered advisors
Alejandro Jose Vegas
MCLEAN, Virginia
CRD# 3151901
Howard Scott Rubin
MCLEAN, Virginia
CRD# 7245110
Jeffery Yi-Bing Chang
MCLEAN, Virginia
CRD# 5034993
Jeremy Michael Sperlazza
MCLEAN, Virginia
CRD# 7347451
John Steven Neamtz
MCLEAN, Virginia
CRD# 1172402
Karan Sood
MCLEAN, Virginia
CRD# 5256243
Tony Vanbrackle
MCLEAN, Virginia
CRD# 6138119
05
Office Locations
MCLEAN, Virginia
7 advisors
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Data sourced from SEC Form ADV filings. VEST FINANCIAL LLC (CRD# 165976) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.