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John Daniel Frankola

Vista Investment Management, LLC

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About John Daniel Frankola

John Frankola is a financial advisor with Vista Investment Management, LLC. He is registered with the state of Pennsylvania as an investment advisor representative. John is also registered with the states of California, Florida, Louisiana, North Carolina, and Texas. He has a background in financial services, having previously worked at Parker/Hunter Incorporated. John holds a variety of licenses and designations, including the Series 7, Series 16, Series 24, and Series 63 exams. He also holds the CFA designation. He is experienced in providing financial advice and investment management services for individuals and businesses. John focuses on providing financial planning, portfolio management for businesses and individuals, and pension consulting.

Firm Information

John Frankola is currently registered with Vista Investment Management, LLC. Vista Investment Management, LLC is an investment advisor based in Pittsburgh, Pennsylvania. They provide portfolio management services to individuals, corporations, and charitable organizations. The firm manages approximately $273.7 million in assets, primarily for high-net-worth individuals. They also offer pension consulting services.
Vista Investment Management, LLC

400 PENN CENTER BLVD., SUITE 555

PITTSBURGH, PA 15235-5610

$273.68M

Assets Under Management

1

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Frankola’s Registration & Firm History

PA

01/13/2003 - Present

Vista Investment Management, LLC (PITTSBURGH PA)

PA

02/23/1988 - 08/14/2001

PARKER/HUNTER INCORPORATED (PITTSBURGH PA)

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Licenses & Designations

IA

Issued 08/31/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/28/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/18/1996

Series 24 - General Securities Principal Examination

BC

Issued 08/31/1992

Series 16 - NYSE Supervisory Analyst Examination

BC

Issued 02/20/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for John Daniel Frankola. Review regulatory record here.
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