Lindsey WilliamsCRD Number: 3135124
Current Firm: Vista Capital Partners, Inc.
Lindsey Williams (CRD# 3135124) is an Investment Advisor Representative working at Vista Capital Partners, Inc. in Portland, OR and has over 18 years of experience in the finance industry.
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
Secondhalf Planning & Investment, LLC
|Vista Capital Partners, Inc.||Portland, OR||Feb 2005 - Current||12|
|Pottery Barn||Tigard, OR||Nov 2004 - Feb 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1999|
|S65||NASAA Investment Advisors Law Examination||Jul 2005|
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