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William Harmon

Advisor at Vista Investment Partners

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Credentials

CFP®, Series 63, Series 66

Vista Investment Partners logo

Firm

Vista Investment Partners

Location

Richmond, IN 47374

Work history

Level Four Financial, LLC

2024 - Present (2 years)

Vista Investment Partners

2024 - Present (2 years)

Empower Financial Services, inc

2023 - 2024 (1 year)

Empower Advisory Group, LLC

2023 - 2024 (1 year)

Personal Capital Advisors Corporation

2021 - 2023 (2 years)

The Vanguard Group, Inc.

2018 - 2021 (3 years)

PNC Investments

2017 - 2018 (1 year)

Cetera Advisors

2016 - 2017 (1 year)

Visionary Horizons

2016 - 2016 (1 year)

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