PB
Philip L. Beytell
GREEN VISTA ASSET MANAGEMENT LLC
Winter Park, FL 32789
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CRD#: 4828145
PB
Professional summary
Philip Laurie Beytell is a registered financial advisor currently at GREEN VISTA ASSET MANAGEMENT LLC located in Winter Park, Florida and GREEN VISTA CAPITAL, LLC located in Winter Park, Florida.
Philip is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Philip has worked at 6 firms and has passed the Series 63, Series 65, Series 99TO, SIE, Series 7, Series 6, Series 14, Series 27, Series 24 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1) LAKELAND JUDO ACADEMY - JUDO HEAD COACH- PART TIME - NON INVESTMENT RELATED - APPROX 5 HRS PER MONTH- NOT DURING TRADING HRS. LESS THAN $600 ANNUALLY. 2) ELITE GUNITE, CONSTRUCTION WORK, 96 HRS/MTH ALL DURING TRADING - NON INVESTMENT RELATED. 3) GREEN VISTA CAPITAL, FINOP, STARTED 1/2019, APPROX 10 HRS/MO., 222 N. PARK AVENUE, WINTER PARK, FL 32789, REVIEW MONTHLY FINANCIAL STATEMENTS AND MAKE REGULATORY FILINGS, IN ADDITION, THE POSITION INCLUDES GIVING ADVISE ON ACCOUNTING MATTERS, AS WELL AS PRODUCT DUE DILIGENCE. COMPENSATION IS IN THE FORM OF A FIXED MONTHLY FEE. INVESTMENT RELATED. 4) GREEN VISTA ASSET MANAGEMENT - INVESTMENT ADVISER - LOCATED AT 222 N. PARK AVE, WINTER PARK, FL 32789 - DEDICATES 10 HOURS PER MONTH. 5) VENTURE POINT CAPITAL - MANAGER PRODUCT SPONSOR - LOCATED AT: 228 N. PARK AVENUE, WINTER PARK, FL 32789 - START DATE: SEPT 3, 2024 - DECICATES 0 HOURS DURING MARKET HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Philip Laurie Beytell's 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®
NoneExperience
Current
March 16, 2021 - Present
GREEN VISTA ASSET MANAGEMENT LLC
Office #1: 222 N. Park Avenue, Winter Park, FL 32789RIA
CRD#: 296855
Winter Park, FL
Current
January 9, 2019 - Present
GREEN VISTA CAPITAL, LLC
Office #1: 222 N. Park Avenue, Winter Park, FL 32789BD
CRD#: 293630
Winter Park, FL
Past
March 11, 2013 - January 4, 2021
G. A. REPPLE & COMPANY
RIA
CRD#: 17486
CASSELBERRY, FL
Past
February 21, 2013 - January 4, 2021
G. A. REPPLE & COMPANY
BD
CRD#: 17486
CASSELBERRY, FL
Past
November 8, 2012 - February 15, 2013
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.
RIA
CRD#: 132070
ORLANDO, FL
Past
November 2, 2012 - February 15, 2013
G.F. INVESTMENT SERVICES, LLC
BD
CRD#: 132939
ORLANDO, FL
Past
March 5, 2012 - November 2, 2012
G. A. REPPLE & COMPANY
RIA
CRD#: 17486
ORLANDO, FL
Past
October 8, 2007 - November 2, 2012
G. A. REPPLE & COMPANY
BD
CRD#: 17486
ORLANDO, FL
Past
February 14, 2007 - June 7, 2007
WORLD GROUP SECURITIES, INC.
BD
CRD#: 114473
LAKELAND, FL
Past
August 18, 2005 - December 31, 2006
WORLD GROUP SECURITIES, INC.
BD
CRD#: 114473
DULUTH, GA
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(3/9/2021)
RR
Alaska(3/9/2021)
RR
Arizona(3/9/2021)
RR
Arkansas(3/9/2021)
RR
California(3/9/2021)
RR
Colorado(3/9/2021)
RR
Connecticut(3/9/2021)
RR
Delaware(3/9/2021)
RR
District of Columbia(3/9/2021)
RR
Florida(1/9/2019)
IAR
Florida(3/16/2021)
RR
Georgia(3/9/2021)
RR
Hawaii(8/22/2023)
RR
Idaho(3/9/2021)
RR
Illinois(3/9/2021)
RR
Indiana(3/9/2021)
RR
Iowa(3/9/2021)
RR
Kansas(3/9/2021)
RR
Kentucky(3/9/2021)
RR
Louisiana(3/9/2021)
RR
Maine(7/5/2023)
RR
Maryland(3/9/2021)
RR
Massachusetts(3/9/2021)
RR
Michigan(3/9/2021)
RR
Minnesota(3/9/2021)
RR
Mississippi(5/31/2023)
RR
Missouri(3/9/2021)
RR
Montana(6/5/2023)
RR
Nebraska(3/9/2021)
RR
Nevada(3/9/2021)
RR
New Hampshire(3/9/2021)
RR
New Jersey(3/9/2021)
RR
New Mexico(3/9/2021)
RR
New York(10/17/2019)
RR
North Carolina(3/9/2021)
RR
North Dakota(3/9/2021)
RR
Ohio(3/9/2021)
RR
Oklahoma(3/9/2021)
RR
Oregon(3/9/2021)
RR
Pennsylvania(3/9/2021)
RR
Rhode Island(5/31/2023)
RR
South Carolina(3/9/2021)
RR
South Dakota(3/9/2021)
RR
Tennessee(3/9/2021)
RR
Texas(10/17/2019)
RR
Utah(6/21/2023)
RR
Vermont(3/9/2021)
RR
Virginia(3/9/2021)
RR
Washington(3/9/2021)
RR
West Virginia(7/7/2023)
RR
Wisconsin(3/9/2021)
RR
Wyoming(6/27/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
GV
GREEN VISTA ASSET MANAGEMENT LLC
GREEN VISTA ASSET MANAGEMENT LLC
CRD#: 296855 / SEC#: 801-113691
RIA
Registered Investment Advisory firm - (5/9/2019 Terminated)California
Registered Investment Advisory firm - (9/11/2023 Approved)Florida
Registered Investment Advisory firm - (4/3/2019 Approved)Indiana
Registered Investment Advisory firm - (4/2/2025 Approved)Louisiana
Registered Investment Advisory firm - (6/12/2023 Approved)Ohio
Registered Investment Advisory firm - (8/27/2024 Approved)Pennsylvania
Registered Investment Advisory firm - (5/8/2019 Approved)Texas
Registered Investment Advisory firm - (4/19/2021 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
222 N. Park Avenue, Winter Park, FL 32789
Mailing Address
Phone number
(407) 878-1215
Established
Firm type
Fiscal year end
# of Employees
7
Regulatory assets under management
| Total Number of Accounts | 73 |
| AUM (Assets Under Management) | $ 13,665,981 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
