Unclaimed
James Langer is a Chartered Financial Analyst and has been in the industry since September 1998. James is currently registered with Redmont Wealth as a Registered Investment Advisor in California and Illinois. James has a history of working in the financial services industry, including experience at Advisory Research and Redmont Wealth Advisors. James is currently providing financial planning, selection of other advisers, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles.
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.
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
IL
07/13/2023 - Present
Redmont Wealth (CHICAGO IL)
Active
Inactive
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