Unclaimed
Andrew Lang is a financial advisor with over 29 years of experience in the industry. Andrew has held several roles at various firms, including Wells Fargo Advisors, LLC and &partners. Andrew is currently registered as a Registered Representative and Investment Advisor Representative in Colorado and Texas. Andrew specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and trusts. Andrew is also a member of the Littleton Public Schools Business and Entrepreneurship Education Committee.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
MO
01/29/2025 - Present
&partners (Clayton MO)
CO
03/08/1994 - 09/06/2013
WELLS FARGO ADVISORS, LLC (DENVER CO)
IA
Issued 11/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 03/07/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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