Adam Langdon is a registered investment advisor at LPL Financial LLC, based in Troy, OH, with 31 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
41 S Stanfield Rd Ste D, Troy, OH, 45373
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Adam is the owner of Langdon Financial LLC, an insurance agency, and also works as an agent/owner selling non-variable insurance products. He also owns multiple real estate rental properties and operates under the DBA Fessler & Langdon for his LPL business, dedicating minimal time to insurance sales during securities trading.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Sterne Agee Investment Advisor Services, INC.
Sterne Agee Financial Services, INC.Broker
Sterne Agee Investment Advisor Services, INC.
Wrp Investments, INC.Broker
Ws Griffith Securities, INC.
Ws Griffith Securities, INC.Broker
Royal Alliance Associates, INC.Broker
Tower Equities, INC.Broker
Wma Securities, INC.Broker
Intersecurities, INC.Broker
State Registrations19 states
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.