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Langston W

Series 66

Urbanna, VA

WealthPlan Investment Management LLC

Langston Washington is a Series 66-licensed advisor at WealthPlan Investment Management LLC with eight years of industry experience. His prior roles include positions at Brinker Capital Securities, Fidelity Investments, and Ameriprise Financial Services. Outside of his advisory work, he is involved with Tidewater Capital LLC, a property management company. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 professionals managing approximately $2.18 billion in assets. The firm offers comprehensive financial planning and investment management services to individuals, high-net-worth clients, retirement plans, trusts, corporations, and institutional clients, utilizing model-based strategies and a diverse range of investment vehicles.

Private / alternative investments Options & derivatives strategies
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