Terrence
Daniel
Vista Capital Partners, Inc
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About this Advisor
Terrence Daniel is a financial advisor based in Portland, Oregon, working with Vista Capital Partners, Inc. Terrence has previously held positions at University Of Oregon, Texans, Bankers Life, Park Avenue Securities, Guardian Life Insurance Company, Keybank, Key Investment Services, and Vista Capital Partners. Terrence has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Oregon. Currently, Terrence is part of Vista Capital Partners, Inc, which operates out of Portland, Oregon. The firm has 32 employees and manages assets totaling $2.4 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Vista Capital Partners, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Vista Capital Partners, Inc Brokerage Details
$2,445,045,898
32
2,900
$843,119
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Terrence Daniel Work History
Vista Capital Partners
Key Investment Services
Keybank
Park Avenue Securities
Guardian Life Insurance Company
Texans
Bankers Life
University Of Oregon
Disclosures
Please visit the SEC profile of Terrence Daniel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Vista Capital Partners, Inc
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
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