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FIRM PROFILE
Overview
VEST SECURITIES, LLC is located at 8350 Broad Street Suite 240, Mclean, VA 22101 and was first established at Philadelphia, Delaware in 03/19/2021. After operating for 4 years, VEST SECURITIES, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of VEST SECURITIES, LLC’s clients are individuals and 0% of their clients are high net worth individuals. VEST SECURITIES, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at VEST SECURITIES, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access VEST SECURITIES, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at VEST SECURITIES, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for VEST SECURITIES, LLC Comes From
Understanding the Statistics for VEST SECURITIES, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
8350 Broad Street Suite 240, Mclean, VA 22101
8350 Broad Street Suite 240, Mclean, VA 22101
Small
(855) 979-6060
Delaware since 03/19/2021
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at VEST SECURITIES, LLC
Christopher James Mortimer
Andrew Steven Torok
Spencer William Francis Organ
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