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William Alan Lahl

Vista Advisor Group, LLC

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About William Alan Lahl

William Alan Lahl is an Investment Advisor Representative at Vista Advisor Group, LLC. William has been in the financial services industry since 2009. William has passed the Series 66, Series 7 and Series 24 exams. William specializes in Portfolio Management for Individuals and Businesses and Pension Consulting. Prior to joining Vista Advisor Group, LLC, William was with Cetera Advisor Networks LLC. William has also been active in Real Estate Investments and has given lectures and instruction on retirement planning. William is registered to provide investment advice in California.

Firm Information

William Lahl is currently registered with Vista Advisor Group, LLC. Vista Advisor Group, LLC is a Registered Investment Advisor with the SEC, based in Walnut Creek, CA. The firm manages over $257 million in client assets and provides financial planning, pension consulting and portfolio management services for both individuals and businesses. Vista Advisor Group works with a variety of clients, including individuals, families, businesses, and pension plans.
Vista Advisor Group, LLC

2950 BUSKIRK AVENUE

WALNUT CREEK, CA 94597

$257.74M

Assets Under Management

11

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Lahl’s Registration & Firm History

CA

09/15/2020 - Present

Vista Advisor Group, LLC (WALNUT CREEK CA)

CA

07/10/2009 - 12/31/2020

CETERA ADVISOR NETWORKS LLC (CONCORD CA)

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Licenses & Designations

BOTH

Issued 09/03/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/02/2010

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/09/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Alan Lahl.
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