Stephen Lahl, financial advisor Walnut Creek CA

Stephen Lahl

CRD 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.

Similar Advisors
John McNertney, financial advisor Walnut Creek CA
John T. McNertney
CRD# 2289402
Polaris Wealth Advisory Group
Similar Advisors
William Browne, financial advisor Walnut Creek CA
William S. Browne
CRD# 4461199
Monetary Management Corporation
Similar Advisors
Scott Yi, financial advisor Walnut Creek CA
Scott A. Yi
CRD# 4983680
Perigon Wealth Management, LLC
Company Name Location Dates Years
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
Contact Info for Stephen E. Lahl
Phone Number: 925-476-4646
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    136
    MILLIONS
  • Total Number of Accounts
    366
    ACCOUNTS
  • Average Account Value
    $372,356
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, NE, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.