personimage

Lance B. Swanson

Diablo Vista Capital, Llc

Financial Planner in Concord, CA

Address:
1401 Willow Pass Rd, Ste 880
Concord, CA 94520
Request a Free Consultation

Is this Your Listing? Claim it Now!

View on Maps

About Lance B. Swanson

Lance Swanson is a financial professional at Diablo Vista Capital, Llc located in Concord, California. Lance Swanson holds an industry securities registration subject to FINRA oversight having passed securities examinations including S55, S63, S65 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

No education details are currently available for this financial planner.

Languages

Lance Swanson provides services to clients in the following language(s):

  • English

Specialties and Skills:

Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.

  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

Lance Swanson
1401 Willow Pass Rd, Ste 880
Concord, CA 94520

Phone Number: Click to Show
Website:

Client Reviews

0 Reviews for Lance B. Swanson

Looking for a financial advisor located near Concord, California? Browse detailed profiles of financial advisors, certified financial planners, registered investment advisors and wealth managers near Chico, California. Our database includes both commission-based large firms, and fee-only and fee-based independent practices.