Lance Swanson, financial advisor Danville CA

Lance Swanson

CRD Number: 2855546
Current Firm: Diablo Vista Capital, LLC

Lance Swanson (CRD# 2855546) is an Investment Advisor Representative working at Diablo Vista Capital, LLC in Danville, CA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2000
S65 NASAA Investment Advisors Law Examination Jul 2004
Contact Info for Lance B. Swanson
Phone Number: 925-798-6900
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    56
    MILLIONS
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $55,698,205
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

CA

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