Matthew James Mcfarland
Investment adviser representative at Vest Financial LLC
19 yearsExperience
2 statesRegistered in
$51.8BFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
19 years in the industry.
- Vest Securities, LLCJul 2023 to now
- Vest Financial, LLCApr 2023 to now
- Miami International HoldingsApr 2021 to Mar 2023
- UnemployedOct 2020 to Apr 2021
- Cboe Global MarketsAug 2007 to Oct 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (IL, VA).
Vest Financial LLC
$51.8BAssets managed
180Clients
14Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2446666
- Firm CRD
- 165976