Joshua Lang (CRD# 7088559) is an Investment Advisor Representative working at Significant Wealth Partners LLC in Cary, IL and has over 3 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 1955854
Cetera Investment Advisers LLC
CRD# 4973788
Polen Capital Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Mutual Trust Life | North Port, FL | Jan 2021 - Current | 3 |
Significant Wealth Partners LLC | North Port, FL | Dec 2020 - Current | 3 |
Highland Capital Brokerage | North Port, FL | Sep 2019 - Current | 4 |
Brookstone Capital Management LLC | North Port, FL | Aug 2020 - Nov 2020 | < 1 |
The Achievement Group | North Port, FL | Jun 2019 - Sep 2019 | < 1 |
Modern Woodmen Of America | Port Charlotte, FL | May 2018 - May 2019 | 1 |
Iss Action Inc. | Punta Gorda, FL | Jun 2016 - May 2018 | 1 |
Transportation Security Administration | Punta Gorda, FL | Jan 2010 - May 2016 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2020 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- IL
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Total Assets Under Management210MILLIONS
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Total Number of Accounts439ACCOUNTS
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Average Account Value$478,360
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, IL
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