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Martin Lang

Latitude Advisors, LLC

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About Martin Lang

Martin Lang is a registered representative with Latitude Advisors, LLC, which is headquartered in Vero Beach, Florida and has a branch office in Allentown, Pennsylvania. Martin has been in the industry since January 30, 2001. Martin holds Series 6 and 63 licenses, as well as the Securities Industry Essentials (SIE) exam. Martin is also a Certified Public Accountant (CPA) and a member of the board of directors for several organizations. Martin has experience in providing financial planning, portfolio management, and pension consulting services to a variety of clients. Martin is dedicated to providing clients with personalized financial advice and guidance.

Firm Information

Martin Lang is currently registered with Latitude Advisors, LLC. Latitude Advisors, LLC is an investment advisor with 74 investment advisor representatives and 62 registered representatives. The firm manages approximately $340,392,000 in assets for individuals, corporations, pension plans, and other clients. Latitude Advisors, LLC provides financial planning, pension consulting, and selection of other advisors.

$340.39M

Assets Under Management

10

Total Clients

62

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Third party referral fees

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Martin Lang’s Registration & Firm History

PA

11/02/2009 - Present

Latitude Advisors, LLC (ALLENTOWN PA)

PA

01/30/2001 - 11/06/2009

MEDALLION INVESTMENT SERVICES, INC. (ALLENTOWN PA)

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Licenses & Designations

BC

Issued 02/12/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/29/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Martin Lang.
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