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George Lang

Lincoln Investment
32 Years of Experience
West Chester, OH
1 DisclosureBrokerSells Insurance
View SEC Summary
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George Lang is a registered investment advisor at Lincoln Investment, based in West Chester, OH, with 32 years of industry experience. George is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 138,369 clients with $22B in assets under management.

Lincoln Investment
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
964 advisors
Number of Clients
138,369 clients
Average Client Portfolio
$159K average
Assets Under Management
$22.0B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$100
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Maximum annual advisor fee is 1.25%, which is negotiable. Clients also pay platform fees ranging from 0.02% to 0.24% depending on the platform and account size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8917 Eagleridge Ct., West Chester, OH, 45069

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History

Regulatory History (1)
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Criminal
December 2010
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other 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
August 2010 - Present · 16 yrs 2 mos
Lincoln InvestmentBroker
August 2010 - Present · 16 yrs 2 mos
Previous Registrations
Great American Advisors, INC.
April 2008 - August 2010 · 2 yrs 4 mos
Great American Advisors, INC.Broker
July 1995 - August 2010 · 15 yrs 1 mo
Securities America, INC.Broker
September 1994 - June 1995 · 9 mos
Titan/value Equities Group, INC.Broker
July 1994 - September 1994 · 2 mos
State Registrations21 states
ARAZCACOFLIAILINKYMIMONCNDNENJNMNVOHPASCTX
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.
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