Brian Lee Vestal
Investment adviser representative at Ria Advisory Group, LLC
21 yearsExperience
2 statesRegistered in
$568.4MFirm assets
6 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
21 years in the industry.
- Advisor Back Office Technologies, LLCMar 2015 to now
- Ria Advisory Group, LLCFeb 2010 to now
- Iea Wealth Management, LLCJul 2005 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 2 states (IA, TX).
Ria Advisory Group, LLC
$568.4MAssets managed
1,996Clients
21Advisers
6 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
- 2533289
- Firm CRD
- 152566