Advisor at Vista Investment Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Vista Investment Partners
Location
Wilmington, NC
Credentials
Series 63, Series 65
Industry experience
32 years
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001+: Negotiable
Certain employees are licensed insurance agents and may receive commissions for selling insurance products; also some employees are registered representatives entitled to brokerage commissions.
Account minimum: $500,000 Fee-only: Financial planning services provided at no additional fee when assets under management are at least $500,000; standalone financial planning fees apply when assets are below $500,000, details in separate agreement.
Vista Investment Partners II, LLC
2023 - Present (3 years)
Vista Investment Partners Llc
2018 - 2023 (5 years)
Cantella & Co., Inc.
2018 - 2019 (1 year)
Raymond James & Assoc., Inc.
2005 - 2017 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 63, Series 66
Richmond, IN
Edward Jones
Series 66
Connersville, IN
Edward Jones
Series 66
Richmond, IN
Edward Jones
Series 63, Series 66
Richmond, IN
Vista Investment Partners
CFP®, Series 66
Richmond, IN
Vista Investment Partners
Series 66
Richmond, IN
Vista Investment Partners
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