Financial ADVSR advisor directory · SEC adviser records
Vista Capital Partners, Inc. financial advisors in Portland, OR
Every SEC-registered investment adviser representative at a Vista Capital Partners, Inc. office in Portland, A to Z.
The short answer
22 registered advisors work at Vista Capital Partners, Inc. in Portland, out of 22 at the firm nationwide; it ranks number 16 in the city by advisors. 7 list the CFP designation and 0 are also registered broker representatives.
Vista Capital Partners, Inc. advisors in Portland, A to Z
Every Vista Capital Partners, Inc. advisor →- Maisie AlexanderInvestment adviser rep
- Jessica R. AllisonCertified Financial Planner
- Katherine M. BackusInvestment adviser rep
- Alexander M. CanellopoulosCertified Financial Planner, Chartered Financial Analyst
- Terrence F. Daniel Jr.Investment adviser rep
- Vanessa N. DehaanCertified Financial Planner
- Jonathan T. GannonCertified Financial Planner
- Robert D. GreenmanInvestment adviser rep
- Jeffrey K. GriggsChartered Financial Analyst
- Benjamin MackinnonInvestment adviser rep
- Cara B. MillerInvestment adviser rep
- Brian T. MurphyCertified Financial Planner, Chartered Financial Consultant
- Michael J. OreillyInvestment adviser rep
- Douglas L. PostInvestment adviser rep
- Joseph A. RayburnInvestment adviser rep
- Lauren ShellyInvestment adviser rep
- Nathan SheppardInvestment adviser rep
- Julia P. TierneyInvestment adviser rep
- Dougal WilliamsInvestment adviser rep
- Nicole M. WilsonCertified Financial Planner
- Eric YanInvestment adviser rep
- Patrick C. YazhariCertified Financial Planner
Vista Capital Partners, Inc. advisors in every city and state →Vista Capital Partners, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Portland
All Portland advisors →LPL Financial LLC 57Ameriprise Financial Services, LLC 52Stancorp Investment Advisers, Inc. 49Merrill Lynch, Pierce, Fenner & Smith Incorporated 41Morgan Stanley 33UBS Financial Services Inc. 33Wells Fargo Clearing Services, LLC 32Edward Jones 31Transamerica Financial Advisors, LLC 29M Holdings Securities, Inc. 28J.P. Morgan Securities LLC 25Strategic Advisers LLC 25
Questions
How many financial advisors does Vista Capital Partners, Inc. have in Portland?
22 investment adviser representatives are registered at Vista Capital Partners, Inc. offices in Portland, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 22 nationwide. 7 list the CFP designation and 0 are also registered as broker representatives.
Is Vista Capital Partners, Inc. one of the largest advisor employers in Portland?
Vista Capital Partners, Inc. ranks number 16 in Portland by registered advisors; LPL Financial LLC has the most, with 57.
How do I check a Vista Capital Partners, Inc. advisor in Portland?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Vista Capital Partners, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.