Henry Pilger, financial advisor East Palo Alto CA
93 score

Henry Pilger

CRD Number: 3030942
Current Firm: Vista Wealth Management, LLC

Henry Pilger (CRD# 3030942) is an Investment Advisor Representative working at Vista Wealth Management, LLC in East Palo Alto, CA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Vista Wealth Management, LLC San Francisco, CA Jan 2009 - Current 7
Valmark Securities, Inc. Akron, OH Apr 2004 - Current 12
Burr, Pilger & Mayer San Francisco, CA Jul 1986 - Current 30
Bpm Insurance Services, LLC Sf, CA Feb 2000 - Mar 2014 14
Bpm Wealth Management, LLC San Francisco, CA Aug 1996 - Dec 2008 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1998
S65 NASAA Investment Advisors Law Examination Mar 2003
Contact Info for Henry B. Pilger
Phone Number: 650-252-0550
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,364
    MILLIONS
  • Total Number of Accounts
    1,638
    ACCOUNTS
  • Average Account Value
    $832,717
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, NH, NV, TX, VA, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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