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Lindsey Woodley Williams

VISTA CAPITAL PARTNERS, INC.·PORTLAND, Oregon
Series 7, Series 63, Series 65Clean record21 years registeredVISTA CAPITAL PARTNERS, INC.
9755 SW BARNES ROAD, PORTLAND, OR 97225CRD# 3135124Firm CRD# 114913

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lindsey Woodley Williams · PORTLAND, OR
Registration
CRD #3135124 · VISTA CAPITAL PARTNERS, INC. · 21 years registered
Brand Profile
Not yet started
01

Career History

VISTA CAPITAL PARTNERS, INC.
Jul 2005 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · July 7, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VISTA CAPITAL PARTNERS, INC.
CRD 114913 · SEC 801-60536
AUM
$2.4B
Regulatory assets under management
Employees
32
2,900 client accounts
Services offered by VISTA CAPITAL PARTNERS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at VISTA CAPITAL PARTNERS, INC. →
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05

Frequently Asked Questions

What services does Lindsey Woodley Williams offer?
Lindsey Woodley Williams specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PORTLAND, Oregon for a consultation.
What are Lindsey Woodley Williams's credentials?
Lindsey Woodley Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lindsey Woodley Williams located?
Lindsey Woodley Williams is based in PORTLAND, Oregon, working with VISTA CAPITAL PARTNERS, INC.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does Lindsey Woodley Williams charge for services?
Lindsey Woodley Williams's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VISTA CAPITAL PARTNERS, INC.?
VISTA CAPITAL PARTNERS, INC. has approximately 32 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VISTA CAPITAL PARTNERS, INC.

Michael Joseph Oreilly
PORTLAND, OR
Robert Douglas Greenman
PORTLAND, OR
Dougal Williams
PORTLAND, OR
Douglas Lightner Post
PORTLAND, OR
Julia Patricia Tierney
PORTLAND, OR
Andrew Graham Darkins
PORTLAND, OR

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Research
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