Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Willie? Claim Your ProfileWillie Thurman Langston is a financial advisor in the Houston, TX area. Willie has been in the financial services industry for over 30 years. Willie is currently registered with Corient and has been registered with the firm since May 2023. Prior to joining Corient, Willie was with Avalon Wealth Management LLC for over 10 years, and before that, was with Morgan Stanley & Co., Incorporated for 5 years. Willie is a licensed investment advisor representative in Texas.
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
TX
05/02/2023 - Present
Corient (Houston TX)
TX
01/14/2013 - 05/05/2023
AVALON WEALTH MANAGEMENT LLC (HOUSTON TX)
NY
05/21/1996 - 05/04/2001
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
12/17/1985 - 06/03/1996
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 04/27/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/16/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2012
Series 7 - General Securities Representative Examination
BC
Issued 05/29/2012
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/21/1986
Series 3 - National Commodity Futures Examination
BC
Issued 02/07/1986
Series 15 - Foreign Currency Options Examination
BC
Issued 01/10/1986
Series 5 - Interest Rate Options Examination
Active
Inactive
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