Unclaimed
John William Lang has been in the financial services industry since January 1988. John is currently a Registered Representative at LPL Financial LLC where John is registered in Mississippi and Texas. Prior to this, John was registered with Morgan Stanley, Morgan Stanley & Co. Incorporated, A. G. Edwards & Sons, Inc., UBS PaineWebber Inc. and J.C. Bradford & Co. John has been recognized for his expertise in financial planning and portfolio management and has achieved a variety of designations. John also provides consulting and other non-discretionary advisory services to clients.
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.
Consulting and other non-discretionary advisory services
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.
1
2
MS
04/17/2015 - Present
LPL Financial LLC (JACKSON MS)
MS
06/01/2009 - 04/27/2015
MORGAN STANLEY (RIDGELAND MS)
MS
09/27/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (RIDGELAND MS)
MS
01/04/2002 - 10/04/2007
A. G. EDWARDS & SONS, INC. (RIDGELAND MS)
NJ
08/14/2000 - 01/10/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
01/20/1988 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
BOTH
Issued 09/05/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/17/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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