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John Daniel Frankola

Investment adviser representative at Vista Investment Management, LLC
24 yearsExperience
5 statesRegistered in
CFADesignation
$323.9MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting

Experience

24 years in the industry.

  1. Vista Investment Management, LLCSep 2002 to now

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law1988
  • Series 65 · Uniform Investment Adviser Law1992

State registrations

Registered as an investment adviser representative in 5 states (CA, FL, NC, PA, TX).

Vista Investment Management, LLC

$323.9MAssets managed
189Clients
4Advisers
8 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1793125
Firm CRD
116068
Advisor's SEC record (opens in a new tab)
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