Terrence F. Daniel

VISTA CAPITAL PARTNERS

Portland, OR 97225

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CRD#: 6976336

Professional summary

Terrence Franklyn Daniel Jr., who also goes by Terrence Franklyn Daniel Jr, Terrence Daniel, Tj Daniel, is a registered financial advisor currently at VISTA CAPITAL PARTNERS, INC. located in Portland, Oregon.

Terrence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Terrence has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Terrence Franklyn Daniel Jr | Terrence Daniel | Tj Daniel

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) Football Coach Central Catholic High School football coach Start: 07/01/2019 Address: 2401 SE Stark St, Portland, OR 97214 60 non bus hrs per month Not investment related 2) Baseballism Product model Start: 09/10/2018 Address: 2215 NW Quimby St, Portland, OR 97210 2 non bus hrs per month Not investment related 3) University of Oregon Black Network board member Finance Committee Start: 08/21/2019 Address: N/A 2 non bus hrs per month Not investment related

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terrence Franklyn Daniel Jr.'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

April 7, 2021 - Present

VISTA CAPITAL PARTNERS, INC.

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

RIA

CRD#: 114913

Portland, OR

Past

February 11, 2020 - December 14, 2020

KEY INVESTMENT SERVICES LLC

CRD#: 136300

Portland, OR

Past

May 29, 2019 - November 7, 2019

PARK AVENUE SECURITIES LLC

CRD#: 46173

LAKE OSWEGO, OR

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
(4/7/2021)

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: 4/7/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/13/2020

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/29/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 3/26/2019

Securities Industry Essentials 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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Terrence F. Daniel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terrence Franklyn Daniel Jr.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

KEY INVESTMENT SERVICES LLC

PARK AVENUE SECURITIES LLC

Primary Firm SEC Registration

VISTA CAPITAL PARTNERS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/7/2021

Series 63

Date: 6/13/2020

Series 7TO

Date: 5/29/2019

SIE

Date: 3/26/2019

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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