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William Kirk Lang

Charles Schwab & CO., Inc.

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About William Kirk Lang

William Kirk Lang is a registered representative and investment advisor with Charles Schwab & CO., Inc.. William has been in the financial services industry since 1995. William is licensed to provide financial services in multiple states including Virginia, Texas, and California. William has a wide range of experience in the financial services industry and is committed to providing his clients with personalized financial advice. William is a member of the Financial Industry Regulatory Authority (FINRA) and is subject to FINRA's rules and regulations. William is dedicated to building long-term relationships with his clients and helping them achieve their financial goals.

Firm Information

William Lang is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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William Lang’s Registration & Firm History

VA

04/11/2001 - Present

Charles Schwab & CO., Inc. (Tysons Corner VA)

MN

08/03/1995 - 11/07/1997

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MN

04/20/1995 - 11/07/1997

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 03/06/2001

Series 66 - Uniform Combined State Law Examination

IA

Issued 12/28/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/20/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/19/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for William Kirk Lang. Review regulatory record here.
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