Douglas PostCRD Number: 5451042
Current Firm: Vista Capital Partners, Inc.
Douglas Post (CRD# 5451042) is an Investment Advisor Representative working at Vista Capital Partners, Inc. in Portland, OR and has over 8 years of experience in the finance industry.
Secondhalf Planning & Investment, LLC
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
|Vista Capital Partners||Portland, OR||Oct 2007 - Current||9|
|Washington Mutual||Seattle, WA||Feb 2007 - Sep 2007||< 1|
|Obsidian Finance LLC||Portland, OR||Jun 2004 - Jan 2007||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2007|
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