Stephen LahlCRD Number: 6352342
Current Firm: Vista Advisor Group, LLC
Stephen Lahl (CRD# 6352342) is an Investment Advisor Representative working at Vista Advisor Group, LLC in Walnut Creek, CA and has over 4 years of experience in the finance industry.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|Vista Advisor Group, LLC||Walnut Creek, CA||Sep 2020 - Current||1|
|Charles Schwab Bank||San Ramon, CA||Jun 2017 - Sep 2020||3|
|Charles Schwab & Company, Inc.||San Ramon, CA||Jun 2017 - Sep 2020||3|
|Travis Credit Union||Vacaville, CA||Jun 2015 - Jun 2017||2|
|California State University, Sacramento||Sacramento, CA||Sep 2013 - May 2015||1|
|Cetera Advisor Networks||Concord, CA||Jun 2014 - Sep 2014||< 1|
|City Of Vacaville||Vacaville, CA||May 2009 - Sep 2013||4|
|Vacaville Police Department||Vacaville, CA||Oct 2010 - Jun 2013||2|
|Solano Community College||Fairfield, CA||Aug 2011 - May 2013||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2017|
Total Assets Under Management136MILLIONS
Total Number of Accounts366ACCOUNTS
Average Account Value$372,356
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, NE, TX
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