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VISTA INVESTMENT PARTNERS LLC
VISTA INVESTMENT PARTNERS LLC
OKLAHOMA CITY, Oklahoma
·
7 registered advisors
·
CRD# 286014
SEC# 801-108779
1
405-608-5390
01
Firm Overview
AUM
$475M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at VISTA INVESTMENT PARTNERS LLC
7 registered advisors
Arminda Hogan Parsons
OKLAHOMA CITY, Oklahoma
CRD# 1356000
Calista Yousey
OKLAHOMA CITY, Oklahoma
CRD# 3076443
Jane Ann Eastwood
OKLAHOMA CITY, Oklahoma
CRD# 7884418
Jerry Dale Thurman
OKLAHOMA CITY, Oklahoma
CRD# 4671474
Kimberly Ellen Arthur
OKLAHOMA CITY, Oklahoma
CRD# 4391863
Max Howard Winchester
OKLAHOMA CITY, Oklahoma
CRD# 5942812
Ronald Loyd Richardson
OKLAHOMA CITY, Oklahoma
CRD# 1255191
05
Office Locations
OKLAHOMA CITY, Oklahoma
7 advisors
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Data sourced from SEC Form ADV filings. VISTA INVESTMENT PARTNERS LLC (CRD# 286014) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.