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.
CRD# 2543552
Wells Fargo Clearing Services, LLC
CRD# 6664715
Willamette Financial Advisors, LLC
CRD# 5807693
The H Group Washington, Inc.
| 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 |
- CA
- OR
-
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)
- Other
AZ, CA, CO, FL, HI, IL, LA, NC, NE, NH, NJ, NY, OR, TN, TX, UT, WA
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