Stephen
Lahl
Vista Advisor Group, LLC
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About this Advisor
Stephen Lahl is a financial advisor based in Walnut Creek, California, working with Vista Advisor Group, LLC. Stephen has previously held positions at Cetera Advisor Networks, Travis Credit Union, Charles Schwab Bank, Charles Schwab & Co., Inc, California State University, Sacramento, and Vista Advisor Group, LLC. Stephen has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Stephen is part of Vista Advisor Group, LLC, which operates out of Walnut Creek, California. The firm has 6 employees and manages assets totaling $207.7 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Vista Advisor Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Vista Advisor Group, LLC Brokerage Details
$207,726,366
6
585
$355,088
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Stephen Lahl Work History
Vista Advisor Group, LLC
Charles Schwab Bank
Charles Schwab & Co., Inc
Travis Credit Union
Cetera Advisor Networks
California State University, Sacramento
Disclosures
Please visit the SEC profile of Stephen Lahl to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Vista Advisor Group, LLC
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
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