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Craig Lang

Stephens
56 Years of Experience
Shreveport, LA
2 DisclosuresBroker
View SEC Summary
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Craig Lang is a registered investment advisor at Stephens, based in Shreveport, LA, with 56 years of industry experience. Craig is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 4 more. Their firm serves 21,991 clients with $18B in assets under management.

Stephens
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
243 advisors
Number of Clients
21,991 clients
Average Client Portfolio
$821K average
Assets Under Management
$18.0B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum annual fee rate is 2% for Stephens Allocation Strategies and Stephens Managed Assets Program, and up to 2.5% for other pre-paid wrap fee accounts. Fees are negotiable based on account size, type, and services provided.

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

Location

7600 Fern Avenue, Building 1300, Shreveport, LA, 71105

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2023
Pending
Customer Dispute
October 1990
Award / Judgment
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Stephens
February 2014 - Present · 12 yrs 8 mos
StephensBroker
February 2014 - Present · 12 yrs 8 mos
Previous Registrations
Morgan Stanley
November 2010 - February 2014 · 3 yrs 3 mos
Morgan StanleyBroker
June 2009 - February 2014 · 4 yrs 8 mos
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker, IncorporatedBroker
October 1988 - February 2006 · 17 yrs 4 mos
Howard, Weil, Labouisse, Friedrichs INC.Broker
December 1969 - October 1988 · 18 yrs 10 mos
State Registrations41 states
AKALARAZCACOFLGAHIIAIDILINKSLAMAMDMIMNMOMSNCNDNENJNMNVNYOHOKORPASCSDTNTXUTVAWAWIWY
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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