Christopher J. Sizemore
Professional summary
Christopher Joseph Sizemore, CPWA®, who also goes by Chris Sizemore, is a registered financial advisor currently at VISION CAPITAL MANAGEMENT INC located in Portland, Oregon.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Christopher has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Joseph Sizemore's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 4, 2001 - Present
VISION CAPITAL MANAGEMENT INC
Office #1: 4380 S Macadam Avenue Suite 350, Portland, OR 97239October 17, 1998 - May 17, 1999
BOFA DISTRIBUTORS, INC.
November 3, 1997 - October 17, 1998
CRABBE HUSON SECURITIES, INC.
November 12, 1996 - October 16, 1997
COLUMBIA FINANCIAL CENTER INCORPORATED
Primary Firm SEC Registration
VISION CAPITAL MANAGEMENT INC
CRD#: 107793 / SEC#: 801-56669
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/8/2015)
(4/15/2014)
(1/3/2023)
(12/4/2001)
(1/5/2023)
(4/16/2014)
Exams
Current Firm
VISION CAPITAL MANAGEMENT INC
CRD#: 107793 / SEC#: 801-56669
Contact information
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,743 |
| AUM (Assets Under Management) | $ 1,073,328,261 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/28/2025 | ||
| 02/22/2024 | ||
| 02/28/2023 |
Red Flags
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