Unclaimed
John Langford is a financial advisor with over 17 years of experience in the industry. John is currently registered with Corient and has previously worked with Arete Wealth Management, LLC, Spire Securities, LLC, and Ameriprise Financial Services, Inc. John holds the Series 7 and Series 66 licenses, along with the SIE exam, and is a Certified Financial Planner. John has a strong background in financial planning, portfolio management, and pension consulting. John specializes in providing investment advice to high-net-worth individuals, families, and businesses. John is committed to providing personalized financial advice to help clients 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.
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.
% of assets under advisement
1
2
VA
06/03/2024 - Present
Corient (McLean VA)
VA
01/02/2018 - 10/02/2023
ARETE WEALTH MANAGEMENT, LLC (Vienna VA)
VA
10/29/2015 - 12/31/2017
SPIRE SECURITIES, LLC (Vienna VA)
VA
12/14/2005 - 11/10/2015
AMERIPRISE FINANCIAL SERVICES, INC. (VIENNA VA)
BOTH
Issued 12/29/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2005
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure John Langford is the right advisor for you? Invested Better is here to help.