Dougal WilliamsCRD Number: 4603319
Current Firm: Vista Capital Partners, Inc.
Dougal Williams (CRD# 4603319) is an Investment Advisor Representative working at Vista Capital Partners, Inc. in Portland, OR and has over 12 years of experience in the finance industry.
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Secondhalf Planning & Investment, LLC
|Vista Capital Partners||Portland, OR||Jul 2004 - Current||12|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2004|
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