William R Harmon
Investment adviser representative at Vista Investment Partners
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$383.1MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Vista Investment PartnersJun 2024 to now
- Level Four Financial, LLCJun 2024 to now
- Empower Financial Services, IncJul 2023 to Jun 2024
- Empower Advisory Group, LLCApr 2023 to Jun 2024
- Personal Capital Advisors CorporationSep 2021 to Apr 2023
- The Vanguard Group, Inc.Feb 2018 to Sep 2021
- PNC InvestmentsAug 2017 to Feb 2018
- Cetera AdvisorsDec 2016 to Jun 2017
- Visionary HorizonsFeb 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
Vista Investment Partners
Legal name: Vista Investment Partners Ii, LLC
$383.1MAssets managed
494Clients
7Advisers
2 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
- 3161504
- Firm CRD
- 327983