RL
Robert J. Langan
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Camp Hill, PA 17011
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CRD#: 1449020
RL
Professional summary
Robert John Langan, AIF®, who also goes by Bob Langan, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Camp Hill, Pennsylvania and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Camp Hill, Pennsylvania.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Robert has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bob Langan
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) REPT, 1863 CENTER STREET, CAMP HILL, PA, REAL ESTATE OWNER, 03/07/17, NIR, 20/YR- 0/TRADING 2) JAD, 841 MANDY LANE, CAMP HILL, PA, REAL ESTATE OWNER, 01/01/17, NIR, 24/YR- 0/TRADING 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA. INV REL-20/WK-20/TRADING 11/16/20 4) ROBERT J LANGAN, 1863 Center St, Camp Hill PA 17011, 11/1985, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 20 HR/MO - 20 HR/MO TRADING. 5)ROBERT J AND PATRICIA S LANGAN, 140 Bryce Road, Camp Hill PA 17011, 07/1977, OWNER, REAL ESTATE, NIR, 2 HR/MO - 0 HR/MO TRADING. 6) LANGAN FINANCIAL GROUP, 1863 Center St, Camp Hill PA 17011, 11/1985, PRESIDENT, DBA NAME, NIR, 240 HR/MO - 120 HR/MO TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Robert John Langan's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
November 13, 2020 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 1863 Center St., Camp Hill, PA 17011Office #2: 3405 Board Rd. Ste. 200, York, PA 17406RIA
CRD#: 134139
Camp Hill, PA
Current
November 13, 2020 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 1863 Center St., Camp Hill, PA 17011Office #2: 3405 Board Rd. Ste. 200, York, PA 17406BD
CRD#: 39543
Camp Hill, PA
Past
February 18, 2011 - November 18, 2020
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
Camp Hill, PA
Past
November 14, 1994 - December 31, 2006
WIENKEN & ASSOCIATES, LTD.
RIA
CRD#: 115688
CAMP HILL, PA
Past
May 31, 1989 - November 18, 2020
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
Camp Hill, PA
Past
April 2, 1986 - June 13, 1989
G. R. PHELPS & CO., INC.
BD
CRD#: 173
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(11/19/2020)
RR
Arizona(11/13/2020)
RR
Colorado(4/3/2025)
RR
Delaware(11/13/2020)
RR
Florida(11/13/2020)
RR
Georgia(11/13/2020)
RR
Kentucky(11/13/2020)
RR
New Jersey(11/13/2020)
RR
New Mexico(11/13/2020)
RR
New York(11/13/2020)
RR
North Carolina(11/13/2020)
RR
Ohio(1/20/2022)
IAR
Pennsylvania(11/13/2020)
RR
Pennsylvania(11/16/2020)
RR
Rhode Island(3/9/2022)
RR
Texas(11/13/2020)
IAR
Texas(11/13/2020)
RR
Virginia(11/13/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
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Contact information
Main Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Mailing Address
Phone number
(641) 472-5100
Established
Firm type
Fiscal year end
# of Employees
3,361
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 438,414 |
| AUM (Assets Under Management) | $ 102,413,096,032 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/09/2024 | ||
| 04/29/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
