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Max Howard Winchester

VISTA INVESTMENT PARTNERS LLC·OKLAHOMA CITY, Oklahoma
Unclaimed Profile
1101 N BROADWAY AVENUE, OKLAHOMA CITY, OK 73103CRD# 5942812Firm CRD# 286014
01

About

Max Howard Winchester is a registered financial advisor based in OKLAHOMA CITY, Oklahoma, affiliated with VISTA INVESTMENT PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
VISTA INVESTMENT PARTNERS LLC
VISTA INVESTMENT PARTNERS LLC
AUM
$475M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at VISTA INVESTMENT PARTNERS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5942812
Firm CRD# 286014
1 disclosure on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Max Howard Winchester offer?
Max Howard Winchester specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OKLAHOMA CITY, Oklahoma for a consultation.
What are Max Howard Winchester's credentials?
Max Howard Winchester is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Max Howard Winchester located?
Max Howard Winchester is based in OKLAHOMA CITY, Oklahoma, working with VISTA INVESTMENT PARTNERS LLC. Their office serves clients in the OKLAHOMA CITY metropolitan area and surrounding communities.
How does Max Howard Winchester charge for services?
Max Howard Winchester's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VISTA INVESTMENT PARTNERS LLC?
VISTA INVESTMENT PARTNERS LLC has approximately 8 employees and manages $475M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in OKLAHOMA CITY
John Howard Blevins — ASHTON GRAY CAPITAL, LLCTodd Morgan Glass — HF II GP, LLCWilliam Christopher Reeves — HF II GP, LLCBenjamin Carter Stewart — HF II GP, LLCDavid Lee Thompson — INVESTRUST CONSULTING, LLC
Nearby cities in Oklahoma
TULSA (209)BARTLESVILLE (28)EDMOND (25)DURANT (6)ARDMORE (5)
City Guides
TULSA GuideBARTLESVILLE GuideEDMOND GuideDURANT GuideARDMORE Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
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