Vista Financial Advisors, Inc.

Vista Financial Advisors, Inc. (CRD# 136490) is a financial advisory firm headquartered in Ponte Vedra Beach, FL. They manage $69,244,884 in 595 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    595
    ACCOUNTS
  • Average Account Value
    $116,378
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Vista Financial Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Diana M. Folino
CRD#: 5448287
135 Professional Drive, Suite 103, Ponte Vedra Beach, FL 32082
93
Wealthminder
score

Diana Folino (CRD# 5448287) is an Investment Advisor Representative working at Vista Financial Advisors, Inc. in Ponte Vedra Beach, FL and has over 9 years of experience in the finance industry.

2
Robert S. Jackson
CRD#: 871658
135 Professional Drive, Suite 103, Ponte Vedra Beach, FL 32082
93
Wealthminder
score

Robert Jackson (CRD# 871658) is an Investment Advisor Representative working at Vista Financial Advisors, Inc. in Ponte Vedra Beach, FL and has over 37 years of experience in the finance industry.

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