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Stephen Edgar 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
Travis Credit Union Vacaville CA 06/2015 06/2017
Charles Schwab Bank San Ramon CA 06/2017 09/2020
Charles Schwab & Co., Inc. San Ramon CA 06/2017 09/2020
Vista Advisor Group, Llc Walnut Creek CA 09/2020 Present
Previous Registrations
Other Businesses

INDEPENDENT INSURANCE AGENT; INVESTMENT-RELATED; INSURANCE SALES; INSURANCE AGENT.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-27
  • S66 Uniform Combined State Law Examination
    2017-10-27
Designations
Other Names
  • Steve Lahl

View on SEC IAPD

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Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

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