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Najala Langlois

25 Years of Experience
Hauppauge, NY
3 DisclosuresBroker

Najala Langlois is a registered investment advisor at Ameriprise Financial Services, LLC, based in Hauppauge, NY, with 25 years of industry experience. Najala 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

800 Veterans Memorial Hwy, Ste 100, Hauppauge, NY, 11788-2948

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History

Regulatory History (3)
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.
Judgment / Lien
January 2019
Judgment / Lien
November 2017
Judgment / Lien
October 2010
Other Business Activities

Najala has business ownership in an unspecified entity, and also does consulting work. These activities take minimal time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
November 2012 - Present · 13 yrs 6 mos
Ameriprise Financial Services, LLCBroker
October 2012 - Present · 13 yrs 7 mos
Ameriprise Financial Services, LLC
October 2012 - Present · 13 yrs 7 mos
Previous Registrations
LPL Financial LLC
November 2010 - October 2012 · 1 yr 11 mos
LPL Financial LLCBroker
November 2010 - October 2012 · 1 yr 11 mos
Brewer Financial Services, LLCBroker
October 2009 - November 2010 · 1 yr 1 mo
Brewer Investment Advisors LLC
October 2009 - November 2010 · 1 yr 1 mo
Ameriprise Financial Services, INC.
October 2006 - November 2009 · 3 yrs 1 mo
Ameriprise Financial Services, INC.Broker
November 2000 - November 2009 · 9 yrs
Ids Life Insurance CompanyBroker
November 2000 - July 2006 · 5 yrs 8 mos
State Registrations6 states
FLNCNJNYTXVA
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.