Spencer CarlsonCRD 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.
Wells Fargo Clearing Services, LLC
Willamette Financial Advisors, LLC
The H Group Washington, Inc.
|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|
Total Assets Under Management3,869MILLIONS
Total Number of Accounts3,300ACCOUNTS
Average Account Value$1,172,324
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, HI, IL, LA, NC, NE, NH, NJ, NY, OR, TN, TX, UT, WA
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