Lindsey W. Williams

VISTA CAPITAL PARTNERS

Portland, OR 97225

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CRD#: 3135124

Professional summary

Lindsey Woodley Williams, who also goes by Lindsey M Woodley, Lindsey Marie Woodley, is a registered financial advisor currently at VISTA CAPITAL PARTNERS, INC. located in Portland, Oregon.

Lindsey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Lindsey has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lindsey M Woodley | Lindsey Marie Woodley

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

EMPLOYED AS A SALES ASSOCIATE BY THE POTTERY BARN IN A NON INVESTMENT-RELATED CAPACITY SINCE 11/2004. THE POTTERY BARN IS LOCATED AT: 9619 SW WASHINGTON SQ RD TIGARD, OR 97223 - 4452. IT IS A RETAIL STORE THAT SELLS HOUSEWARES AND HOME FURNISHINGS. APPROXIMATELY 10 HOURS PER MONTH - NONE DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lindsey Woodley Williams's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 7, 2005 - Present

VISTA CAPITAL PARTNERS, INC.

Office #1: 9755 Sw Barnes Road Suite 595, Portland, OR 97225

RIA

CRD#: 114913

Portland, OR

Past

October 12, 1999 - March 4, 2002

FAM DISTRIBUTORS, INC.

CRD#: 4100

NEW YORK, NY

Past

December 24, 1998 - August 27, 1999

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VISTA CAPITAL PARTNERS, INC.

CRD#: 114913 / SEC#: 801-60536

RIA

Registered Investment Advisory firm - (8/31/2001 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oregon
(7/7/2005)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/5/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/10/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/23/1998

General Securities Representative Examination

Current Firm

VISTA CAPITAL PARTNERS, INC.

CRD#: 114913 / SEC#: 801-60536

RIA

Registered Investment Advisory firm - (8/31/2001 Approved)

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Contact information

Main Address

9755 Sw Barnes Road Suite 595, Portland, OR 97225

Mailing Address

Phone number

(503) 772-9500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VISTA CAPITAL PARTNERS ADV BROCHURE (4/28/2025)

Regulatory assets under management

Total Number of Accounts	3,126
AUM (Assets Under Management)	$ 2,718,788,300

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Lindsey W. Williams

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lindsey Woodley Williams's CRS (Customer Relationship Summary).

Certified licenses

Experience

VISTA CAPITAL PARTNERS, INC.

FAM DISTRIBUTORS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

VISTA CAPITAL PARTNERS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/5/2005

Series 63

Date: 7/10/1999

Series 7

Date: 12/23/1998

Current Firm

VISTA CAPITAL PARTNERS, INC.

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VISTA CAPITAL PARTNERS, INC.

TRUST BUT VERIFY

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