Spencer Carlson, financial advisor Portland OR

Spencer Carlson

CRD Number: 7212460
Current Firm: Vista Wealth Management Group, LLC

Spencer Carlson (CRD# 7212460) is an Investment Advisor Representative working at Vista Wealth Management Group, LLC in Portland, OR and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Vista Wealth Management Portland, OR Jun 2021 - Current < 1
Full Time Student Orange, CA Jun 2017 - Jun 2021 4
Milestone Based Los Angeles, CA Apr 2020 - Aug 2020 < 1
Applied Financial Planning Irvine, CA Jan 2020 - Apr 2020 < 1
San Francisco Bay Coffee Lincoln, CA Jun 2018 - Aug 2018 < 1
Advnc Lacrosse Sacramento, CA Aug 2017 - Aug 2018 1
Full Time Student Orangevale, CA Jun 2011 - Jun 2017 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2021
Contact Info for Spencer E. Carlson
Phone Number: 650-252-0550
Registered State(s):
  • CA
  • OR
By the Numbers
  • Total Assets Under Management
    3,869
    MILLIONS
  • Total Number of Accounts
    3,300
    ACCOUNTS
  • Average Account Value
    $1,172,324
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, HI, IL, LA, NC, NE, NH, NJ, NY, OR, TN, TX, UT, WA

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