Unclaimed
David Alan Langan is a financial professional with over 20 years of experience in the financial services industry. David is currently registered with Cambridge Investment Research Advisors, Inc. in Pennsylvania and Texas. David is a Series 6, 7, and 66 licensed professional. David has previously worked with CETERA INVESTMENT SERVICES LLC, MML INVESTORS SERVICES, INC. and LINCOLN FINANCIAL ADVISORS CORPORATION. David is dedicated to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
Solicitation fees from 3rd party money managers
1
2
PA
01/24/2024 - Present
Cambridge Investment Research Advisors, Inc. (CAMP HILL PA)
PA
01/18/2011 - 08/04/2015
CETERA INVESTMENT SERVICES LLC (HARRISBURG PA)
PA
04/22/2009 - 11/24/2009
MML INVESTORS SERVICES, INC. (CAMP HILL PA)
UT
11/15/2004 - 03/30/2009
LINCOLN FINANCIAL ADVISORS CORPORATION (HOLLADAY UT)
IN
11/15/2004 - 05/31/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
03/02/1999 - 11/12/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 10/08/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/01/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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