William Alan Lahl

Employer firm

Vista Advisor Group, LLC CRD 307268

$315M regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → Present
  Cetera Advisor Networks Llc
  El Segundo, CA
• 09/2020 → Present
  Vista Advisor Group, Llc
  Walnut Creek, CA

Previous Registrations

• 2009-09-30 → 2020-12-31
  Cetera Wealth Services, Llc
  Livermore, CA
  Walnut Creek, CA
  Vacaville, CA

Other Businesses

1. KETTLEMAN LAHL LLC INVESTMENT RELATED: YES, REAL ESTATE INVESTMENT ADDRESS: KETTLEMAN ROAD, LODI, CALIFORNIA. NATURE OF BUSINESS: REAL ESTATE INVESTMENT POSITION: INVESTOR TITLE: NONE. RELATIONSHIP: INVESTOR WITH TRHEE OTHER PARTNERS STARTE DATE: APRIL 1, 2007 # HOURS/MONTH: 0 HOURS DUTIES: NONE. 2. RETIREMENT PLANNING TODAY; NOT INVESTMENT-RELATED; 300 OSWEGO POINTE DRIVE, #1101, LAKE OSWEGO, or 97034; GENERAL RETIREMENT CURRICULUM TO HELP FUTURE RETIREES PREPARE FOR RETIREMENT; LICENSEE OF RETIREMENT CLASS INSTRUCTION PROGRAM; START DATE - 2012; 0 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS; SPEAKER/INSTRUCTOR.

Exams

• S66 Uniform Combined State Law Examination
  2009-09-03

Other Names

• Bill Lahl