Matthew Lang (CRD# 7406429) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Ashburn, VA and has over 2 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 6876059
Prudential Financial Planning Services
CRD# 1493667
Spire Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Ameriprise Financial Services, LLC | Ashburn, VA | Jun 2021 - Current | 2 |
Ubereats | Blacksburg, VA | Mar 2020 - Jul 2021 | 1 |
Virginia Tech | Blacksburg, VA | Aug 2017 - May 2021 | 3 |
Virginia Tech Math Emporium | Blacksburg, VA | Dec 2019 - Mar 2020 | < 1 |
Ethos | Blacksburg, VA | May 2019 - Dec 2019 | < 1 |
Massmutual | Charlottesville, VA | Jun 2019 - Aug 2019 | < 1 |
Lake Monticello Owner's Association | Palmyra, VA | May 2015 - Aug 2017 | 2 |
Fluvanna County Public Schools | Palmyra, VA | Aug 2011 - May 2017 | 5 |
Best Buy | Charlottesville, VA | May 2015 - May 2016 | 1 |
Food Lion | Palmyra, VA | Jan 2015 - May 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2021 |
- TX
- VA
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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