Unclaimed Profile

Ronald Loyd Richardson

VISTA INVESTMENT PARTNERS LLC·OKLAHOMA CITY, Oklahoma

SIE, Series 3, Series 7, Series 6325 years registeredVISTA INVESTMENT PARTNERS LLC

5601 NORTH CLASSEN BOULEVARD, OKLAHOMA CITY, OK 73118CRD# 1255191Firm CRD# 286014

Profile Verification

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

Identity

Ronald Loyd Richardson · OKLAHOMA CITY, OK

Registration

CRD #1255191 · VISTA INVESTMENT PARTNERS LLC · 25 years registered

Brand Profile

Not yet started

Career History

VISTA INVESTMENT PARTNERS LLC

Mar 2017 – present

RAYMOND JAMES & ASSOCIATES, INC.

Oct 2009 – Dec 2016

OKLAHOMA CITY, OK

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Oct 2009

OKLAHOMA CITY, OK

MORGAN STANLEY & CO. INCORPORATED

Apr 2007 – Jun 2009

OKLAHOMA CITY, OK

MORGAN STANLEY

Feb 2001 – Apr 2007

OKLAHOMA CITY, OK

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 63

Registration record

First registered · February 5, 2001

Years registered · 25

Disclosure History

2014Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

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 Ronald Loyd Richardson offer?

Ronald Loyd Richardson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OKLAHOMA CITY, Oklahoma for a consultation.

What are Ronald Loyd Richardson's credentials?

Ronald Loyd Richardson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ronald Loyd Richardson located?

Ronald Loyd Richardson 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 Ronald Loyd Richardson charge for services?

Ronald Loyd Richardson'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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