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William Alan Lahl

Vista Advisor Group, LLC

Walnut Creek, CA

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Current Employers
Vista Advisor Group, Llc

2950 Buskirk Avenue Suite 350, Walnut Creek, CA 94597 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-09-15
  • CA RA
    APPROVED
    Since 2020-09-15

Branch Locations

2950 Buskirk Avenue Suite 350, Walnut Creek, CA 94597 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cetera Advisor Networks Llc El Segundo CA 01/2013 Present
Vista Advisor Group, Llc Walnut Creek CA 09/2020 Present
  • 01/2013 → Present
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 09/2020 → Present
    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
CodeExamDate
S66 Uniform Combined State Law Examination 2009-09-03
  • S66 Uniform Combined State Law Examination
    2009-09-03
Other Names
  • Bill Lahl

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