Matthew Mcfarland is a registered investment advisor at Vest Financial LLC, based in Glen Ellyn, IL, with 9 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 145 clients with $39B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Glen Ellyn, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is a Senior Vice President, Capital Markets at Vest Financial LLC, an Investment Advisory firm, since April 2023. This role is full-time and involves managing partner relationships, seeking new partnerships, and providing options expertise.
Employment History
Current Registrations
Vest Financial LLC
Vest Securities, LLC
Vest Securities, LLCBroker
Previous Registrations
Interactive Brokers LLCBroker
J.P. Morgan Securities INC.Broker
Banc One Capital Markets, INC.Broker
Banc One Brokerage International CorporationBroker
State Registrations2 states
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