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.

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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
  • Total Number of Accounts
  • Average Account Value
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


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