Advisor at Langley Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Langley Wealth Management, LLC
Location
Corinth, MS 38834
Credentials
Series 63, Series 66
Industry experience
31 years
Financial planning services may be charged on a fixed engagement fee basis; specific amounts not stated.
0.50% to 1.50% annually (range depending on account size and negotiation)
Some Advisory Persons receive commissions as Registered Representatives of PKS and as licensed insurance professionals; these commissions are separate from Langley Wealth's fees.
Financial planning services may be charged on an hourly basis; specific hourly rates not stated.
Account minimum: Langley Wealth generally does not impose a minimum relationship size. Fee-only: Wealth management fees range from 0.50% to 1.50% annually based on assets under management, paid quarterly in arrears; Financial planning services offered on an hourly or fixed engagement fee basis.
Allen C. Ewing & Co.
2022 - Present (4 years)
Langley Wealth Management, LLC
2021 - Present (5 years)
American Wealth Management, Inc.
2018 - 2022 (4 years)
Hayden Royal, LLC
2015 - 2021 (6 years)
Allen C. Ewing & Co.
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, Series 63, Series 66
Corinth, MS
Edward Jones
CFP®, Series 63, Series 66
Corinth, MS
Edward Jones
CFP®, Series 63, Series 66
Corinth, MS
Langley Wealth Management, LLC
CFP®, Series 63, Series 66
Corinth, MS
Langley Wealth Management, LLC
Series 65
Corinth, MS
Langley Wealth Management, LLC
CFP®, Series 66
Corinth, MS
Ignite Planners LLC
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