Matthew
Mcfarland
Vest Financial LLC
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About this Advisor
Matthew Mcfarland is a financial advisor based in Mc Lean, Virginia, working with Vest Financial LLC. Matthew has previously held positions at Vest Securities, LLC, Cboe Vest Financial, LLC, Cboe Global Markets, and Miami International Holdings. Matthew has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Virginia. Currently, Matthew is part of Vest Financial LLC, which operates out of Mc Lean, Virginia. The firm has 27 employees and manages assets totaling $24.4 billion. The services offered by the firm include portfolio management for investment companies, portfolio management for pooled investment vehicles, and other services. The fee structure at Vest Financial LLC includes asset-based fees.
Certifications and Registrations
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Fee Structure
Office Location
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Vest Financial LLC Brokerage Details
$24,381,015,458
27
94
$259,372,505
Investment Advisory Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Other
Matthew Mcfarland Work History
Vest Securities, LLC
Cboe Vest Financial, LLC
Miami International Holdings
Cboe Global Markets
Disclosures
Please visit the SEC profile of Matthew Mcfarland to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Vest Financial LLC
San Francisco, CA
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
Tempe, AZ
Mc Lean, VA
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