A complete list of active advisors currently associated with Langley Wealth Management, LLC
Warmer can help you find a great advisor at Langley Wealth Management, LLC or one who fits your needs even better.
Langley Wealth Management provides wealth management, investment management, and financial planning to individuals, high net worth individuals, trusts, and estates, serving as a fiduciary and managing approximately $370.6 million in client assets with the majority managed on a discretionary basis. The firm charges percentage‑of‑AUM advisory fees and offers portfolio management and related services commonly found among team advisory firms. The firm’s investment approach is primarily long‑term and combines fundamental and technical analysis to construct portfolios of ETFs, mutual funds, individual stocks and bonds, and it may employ covered options or limited partnership investments when appropriate. Langley Wealth may also use short‑term margin borrowings in managed accounts and conducts periodic account reviews, while allowing clients to place reasonable investment restrictions. Noteworthy distinctions include that some advisory personnel are also registered representatives of Purshe Kaplan Sterling Investments and licensed insurance professionals, so certain recommendations can be implemented in a separate, commission‑based capacity (a disclosed potential conflict of interest). The firm also has an unusually high client‑to‑advisor ratio — roughly 1,216 clients across four advisors (over 300 clients per advisor) — and maintains an institutional relationship with Raymond James that provides platform and software benefits to the firm.
To learn more about the advisors currently working at Langley Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Corinth, MS
| 8
| |
Corinth, MS
| 32
| |
Corinth, MS
| 2
| |
Corinth, MS
| 10
|
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