Amanda HarveyCRD Number: 4448078
Current Firm: Vista Capital Partners, Inc.
Amanda Harvey (CRD# 4448078) is an Investment Advisor Representative working at Vista Capital Partners, Inc. in Portland, OR and has over 15 years of experience in the finance industry. Amanda Harvey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Secondhalf Planning & Investment, LLC
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
|Vista Capital Parnters||Portland, OR||Jun 2014 - Current||2|
|Deschutes Portfolio Strategy LLC||Lake Oswego, OR||Nov 2010 - Current||6|
|Deschutes Investment Advisors, Inc.||Portland, OR||Apr 2007 - Nov 2010||3|
|Sabbatical||Portland, OR||Apr 2006 - Apr 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2002|
Total Assets Under Management920MILLIONS
Total Number of Accounts1,592ACCOUNTS
Average Account Value$577,915
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, NH, OR, TX, WA