Vista Capital Partners, Inc.
Vista Capital Partners, Inc. (CRD# 114913) is a financial advisory firm headquartered in Portland, OR. They manage $2,445,045,898 in 2,900 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management2,445MILLION
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Total Number of Accounts2,900ACCOUNTS
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Average Account Value$843,119
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, LA, NE, NH, OR, TX, WA
Lindsey Williams (CRD# 3135124) is an Investment Advisor Representative working at Vista Capital Partners, Inc. in Portland, OR and has over 24 years of experience in the finance industry.
Terrence Daniel (CRD# 6976336) is an Investment Advisor Representative working at Vista Capital Partners, Inc. in Portland, OR and has over 3 years of experience in the finance industry.
Vanessa Dehaan (CRD# 7273326) is an Investment Advisor Representative working at Vista Capital Partners, Inc. in Portland, OR and has 1 year of experience in the finance industry.
Lyndsi Stender (CRD# 7202145) is an Investment Advisor Representative working at Vista Capital Partners, Inc. in Portland, OR and has 1 year of experience in the finance industry.
Patrick Yazhari (CRD# 6341416) is an Investment Advisor Representative working at Vista Capital Partners, Inc. in Portland, OR and has 1 year of experience in the finance industry.