George Lang
George Lang is a registered investment advisor at Lincoln Investment, based in Fort Washington, PA, with 31 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 137,534 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lincoln Investment offers investment management through financial advisors, charging a percentage of your portfolio's value. The maximum annual fee is 1.25%. In addition to the advisor fee, some accounts on the Lincoln Signature Solutions platform pay a platform fee, ranging from 0.02% to 0.24% depending on the account type and assets. Fees are negotiable with your advisor.
Location
601 Office Center Drive, Suite 300, Fort Washington, PA, 19034
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Regulatory History (1)
Criminal
December 2010Other Business ActivitiesSells Insurance
George is a partner in Second Call Defense, dedicating about half his time to sales strategies and recruiting. He is also a state senator for Ohio, spending about half his time in this role, and is involved in commercial real estate and captive insurance investments, as well as being the President and Agent for The Lang Agency Inc. DBA Performance Benefit Solutions, where he sells health insurance.
Employment History
Current Registrations
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Great American Advisors, INC.
Great American Advisors, INC.Broker
Securities America, INC.Broker
Titan/value Equities Group, INC.Broker
State Registrations21 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.