Unclaimed Profile

Max Howard Winchester

VISTA INVESTMENT PARTNERS LLC·OKLAHOMA CITY, Oklahoma

SIE, Series 7, Series 66Clean record12 years registeredVISTA INVESTMENT PARTNERS LLC

1101 N BROADWAY AVENUE, OKLAHOMA CITY, OK 73103CRD# 5942812Firm CRD# 286014

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Max Howard Winchester · OKLAHOMA CITY, OK

Registration

CRD #5942812 · VISTA INVESTMENT PARTNERS LLC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VISTA INVESTMENT PARTNERS LLC

EDWARD JONES

Jan 2019 – Mar 2019

NORMAN, OK

IFS ADVISORY, LLC

Jan 2017 – Jan 2017

Oklahoma, OK

RAYMOND JAMES & ASSOCIATES, INC.

Aug 2013 – Dec 2016

OKLAHOMA CITY, OK

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · August 30, 2013

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VISTA INVESTMENT PARTNERS LLC

CRD 286014 · SEC 801-108779

AUM

$475M

Regulatory assets under management

Employees

1,476 client accounts

Services offered by VISTA INVESTMENT PARTNERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VISTA INVESTMENT PARTNERS LLC →

Introduction

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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.

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, last registered with VISTA INVESTMENT PARTNERS LLC.

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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