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Cheryl L
CFP®, Series 63, Series 65, Series 66
Raleigh, NC
Edelman Financial Engines
Cheryl Langston is a CFP® with 22 years of experience in financial advisory services. She is currently with Edelman Financial Engines and has previously worked at USAA Financial Planning Services and BB&T in various advisory roles. Langston volunteers with Wings for Widows, providing limited financial coaching to widows and widowers on a pro bono basis. Edelman Financial Engines offers technology-enabled investment advisory services focused on retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online platforms.
Samuel R
Series 63, Series 66
Raleigh, NC
Edelman Financial Engines
Samuel Rodgman is a financial advisor at Edelman Financial Engines in Raleigh, NC, holding Series 63 and Series 66 licenses with four years of industry experience. His prior roles include positions at Truist Investment Services, Fidelity Brokerage Services, and other firms. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, utilizing a committee-driven modeling process combined with planner delivery and online tools. The firm manages approximately $326 billion for around 477,000 clients, providing diversified portfolios and a range of product exposures including direct-indexing SMAs and thematic portfolios.
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