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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Langford is an investment advisor representative with Simplicity Wealth. Douglas Langford is registered to offer investment advisory services in Idaho and Utah. Douglas Langford has been in the securities industry for over 14 years. Douglas Langford is a licensed investment advisor representative with the Series 63, 65 and 6 securities licenses. Douglas Langford is a financial advisor with experience in providing financial planning and portfolio management services for individuals, businesses, and high-net-worth clients. Douglas Langford also offers educational seminars.
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.
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.
A percentage of the total value of assets under management is charged.
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2
UT
10/06/2023 - Present
Simplicity Wealth (Logan UT)
UT
10/12/2009 - 03/22/2011
ONEAMERICA SECURITIES, INC. (LAYTON UT)
UT
07/20/2007 - 10/14/2009
BENEFICIAL INVESTMENT SERVICES, INC. (SALT LAKE CITY UT)
VT
06/26/2006 - 01/23/2007
EQUITY SERVICES, INC. (MONTPELIER VT)
IA
Issued 01/09/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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