Debra Lang
Debra Lang is a registered investment advisor at Lincoln Investment, based in West Chester, OH, with 20 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
8917 Eagleridge Ct., West Chester, OH, 45069
Get directionsHistory
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
Debra is an investor in 8917 LLC and manager of DSL Holdings LLC, both rental property businesses. She is also Vice President and Agent at The Lang Agency Inc. DBA Performance Benefit Solutions, selling financial services and health insurance products, taking nearly full-time hours.
Employment History
Current Registrations
Lincoln InvestmentBroker
Lincoln Investment
Previous Registrations
Great American Advisors, INC.
Great American Advisors, INC.Broker
State Registrations1 state
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.