PL
PL

Paul Lang

43 Years of Experience
Roswell, GA
2 DisclosuresBrokerSells Insurance

Paul Lang is a registered investment advisor at Ameriprise Financial Services, LLC, based in Roswell, GA, with 43 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1401 Macy Dr, Roswell, GA, 30076

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2009
Denied
Customer Dispute
September 2008
Denied
Other Business ActivitiesSells Insurance

Paul owns real estate properties and is an interested party in an annuity product sold years ago while he was at Edward Jones. He spends a few hours per week on real estate activities and minimal time on the annuity.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
June 2017 - Present · 9 yrs 4 mos
Ameriprise Financial Services, LLC
June 2017 - Present · 9 yrs 4 mos
Ameriprise Financial Services, LLCBroker
June 2017 - Present · 9 yrs 4 mos
Previous Registrations
Edward Jones
March 2007 - June 2017 · 10 yrs 3 mos
Edward JonesBroker
April 1983 - June 2017 · 34 yrs 2 mos
State Registrations31 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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