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Henry Burl Pilger

VISTA WEALTH MANAGEMENT, LLC·E. PALO ALTO, California
SIE, Series 6, Series 26, Series 27, Series 63, Series 65PFSClean record22 years registeredVISTA WEALTH MANAGEMENT, LLC
2000 UNIVERSITY AVE, E. PALO ALTO, CA 94303CRD# 3030942Firm CRD# 110252

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Henry Burl Pilger · E. PALO ALTO, CA
Registration
CRD #3030942 · VISTA WEALTH MANAGEMENT, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

VALMARK ADVISERS, INC.
Mar 2019 – present
VISTA WEALTH MANAGEMENT, LLC
Apr 2009 – Jan 2017
E. PALO ALTO, CA
BPM WEALTH MANAGEMENT, LLC
Jan 2004 – Mar 2009
SAN FRANCISCO, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 26
Series 27
Series 63
Series 65
Registration record
First registered · January 30, 2004
Years registered · 22
Professional designation · PFS
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VISTA WEALTH MANAGEMENT, LLC
CRD 110252 · SEC 801-60117
AUM
$1.7B
Regulatory assets under management
Employees
27
1,835 client accounts
Services offered by VISTA WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at VISTA WEALTH MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Henry Burl Pilger offer?
Henry Burl Pilger specializes in Financial Planning, Investment Management. Contact their office in E. PALO ALTO, California for a consultation.
What are Henry Burl Pilger's credentials?
Henry Burl Pilger holds the following professional designations: PFS. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Henry Burl Pilger located?
Henry Burl Pilger is based in E. PALO ALTO, California, working with VISTA WEALTH MANAGEMENT, LLC. Their office serves clients in the E. PALO ALTO metropolitan area and surrounding communities.
How does Henry Burl Pilger charge for services?
Henry Burl Pilger's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VISTA WEALTH MANAGEMENT, LLC?
VISTA WEALTH MANAGEMENT, LLC has approximately 27 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VISTA WEALTH MANAGEMENT, LLC

Eric Robert Swensen
E. PALO ALTO, CA
Stephen David Mayer
SAN FRANCISCO, CA
Aaron James White
E. PALO ALTO, CA
CFP

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