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Robert Langan

39 Years of Experience
Camp Hill, PA
BrokerSells Insurance

Robert Langan is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Camp Hill, PA, with 39 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3935 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

Fee Structure

Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.

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Location

1863 Center St., Camp Hill, PA, 17011

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Robert owns multiple real estate properties and is an advisory representative of an RIA. He is also an independent insurance agent and president of Langan Financial Group, dedicating significant time to these activities.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
November 2020 - Present · 5 yrs 8 mos
Cambridge Investment Research, INC.Broker
November 2020 - Present · 5 yrs 8 mos
Previous Registrations
MML Investors Services, LLC
February 2011 - November 2020 · 9 yrs 9 mos
Wienken & Associates, LTD.
November 1994 - December 2006 · 12 yrs 1 mo
MML Investors Services, LLCBroker
May 1989 - November 2020 · 31 yrs 6 mos
Connecticut Mutual Financial Services, INC.Broker
April 1986 - June 1989 · 3 yrs 2 mos
State Registrations16 states
ALAZCODEFLGAKYNCNJNMNYOHPARITXVA
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.
Robert Langan - Financial Advisor | TrueAdvisor