LT
LT

Langston Turner

23 Years of Experience
Houston, TX
Broker

Langston Turner is a registered investment advisor at UBS Financial Services INC., based in Houston, TX, with 23 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 1,134,581 clients with $810B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9502 advisors
IM Fee
Planning only
Assets Under Management
$808.8B

Fee Structure

UBS Financial Services Inc. offers financial planning services for a fee, with costs ranging from $500 to $50,000, though most clients pay between $1,000 and $10,000. Fees exceeding $50,000 but not more than $100,000 may be permitted for complex situations involving relationships with a net worth of $100 million or more. The fees are negotiable and may vary based on the range of services selected, the scope of the engagement, the complexity of the services, the nature and amount of client assets involved, and the financial advisor's business model.

One-Time Plan:$500 - $50,000
Loading...

Location

4400 Post Oak Parkway, Suite 1700, Houston, TX, 77027

Get directions

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.

Learn about disclosures →
Other Business Activities

Langston is a member of the Investment Advisory Committee of Texas Tech University, overseeing the university's endowment investments. He also serves as Treasurer on the Board of Directors for Saddlebrook HOA and as a board member for The H&H Ranch Inc., a family ranch, dedicating minimal time to these roles.

Employment History
Current Registrations
UBS Financial Services INC.
November 2015 - Present · 10 yrs 8 mos
UBS Financial Services INC.Broker
November 2015 - Present · 10 yrs 8 mos
Previous Registrations
Credit Suisse Securities (USA) LLC
August 2010 - December 2015 · 5 yrs 4 mos
Credit Suisse Securities (USA) LLCBroker
June 2010 - December 2015 · 5 yrs 6 mos
Invesco Distributors, INC.Broker
October 2009 - June 2010 · 8 mos
Invesco Aim Distributors, INC.Broker
December 2007 - March 2009 · 1 yr 3 mos
At Investor Services, INC.Broker
December 2003 - December 2007 · 4 yrs
Goldman, Sachs & CO.Broker
October 2001 - April 2003 · 1 yr 6 mos
Smith Barney INC.Broker
October 1995 - December 1995 · 2 mos
State Registrations23 states
AZCACODCDEFLGAKSLAMAMDMSNCNENYOHOKPARISCTXUTVA
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.