Terrence Franklyn Daniel
Investment adviser representative at Vista Capital Partners, Inc.
8 yearsExperience
1 stateRegistered in
$3.2BFirm assets
25 yearsFirm in business
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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.
- Financial planning
- Portfolio management
Experience
8 years in the industry.
- Vista Capital Partners, Inc.Dec 2020 to now
- Key Investment ServicesJan 2020 to Nov 2020
- KeybankDec 2019 to Dec 2020
- Park Avenue SecuritiesSep 2018 to Oct 2019
- Guardian Life Insurance CompanyAug 2018 to Oct 2019
- Bankers LifeAug 2017 to Jun 2018
- TexansMay 2017 to Aug 2017
- University of OregonJun 2012 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (OR).
Vista Capital Partners, Inc.
$3.2BAssets managed
667Clients
24Advisers
25 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
- 6976336
- Firm CRD
- 114913