PL
PL

Paul Lang

42 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 42 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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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, LLCBroker
June 2017 - Present · 8 yrs 11 mos
Ameriprise Financial Services, LLC
June 2017 - Present · 8 yrs 11 mos
Ameriprise Financial Services, LLC
June 2017 - Present · 8 yrs 11 mos
Previous Registrations
Edward Jones
March 2007 - June 2017 · 10 yrs 3 mos
Edward JonesBroker
April 1983 - June 2017 · 34 yrs 2 mos
State Registrations30 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.