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Deborah L. Langel

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CRD#: 1502542
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Deborah Lynn Langel, who also goes by Deborah Lynn Peters, Deborah Lynn Peters, Deborah Lynn Tripp, Deborah Tripp, Deborah Lynn Tripp, was a registered financial professional .

Deborah is a previously registered financial professional and started their career in finance in 1986. Deborah had worked at 18 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 27 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Deborah Lynn Peters | Deborah Lynn Peters | Deborah Lynn Tripp | Deborah Tripp | Deborah Lynn Tripp

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 3, 2016 - October 8, 2021

PNC MANAGED ACCOUNT SOLUTIONS, INC.

RIA
CRD#: 110476
Houston, TX
Past

February 22, 2016 - October 8, 2021

BBVA SECURITIES INC.

BD
CRD#: 27060
HOUSTON, TX
Past

February 3, 2014 - March 27, 2015

W&S BROKERAGE SERVICES, INC.

BD
CRD#: 8099
CINCINNATI, OH
Past

September 12, 2012 - March 27, 2015

TOUCHSTONE ADVISORS INC

RIA
CRD#: 107028
CINCINNATI, OH
Past

September 12, 2012 - March 27, 2015

TOUCHSTONE SECURITIES, INC.

BD
CRD#: 1526
CINCINNATI, OH
Past

July 9, 2012 - July 31, 2012

CINCINNATI ANALYSTS, INC.

BD
CRD#: 5478
CINCINNATI, OH
Past

June 15, 2012 - July 31, 2012

CINCINNATI ANALYSTS, INC.

RIA
CRD#: 5478
CINCINNATI, OH
Past

June 5, 2012 - June 15, 2012

CAPITAL ANALYSTS

RIA
CRD#: 162200
CINCONNATI, OH
Past

June 1, 2012 - June 15, 2012

LINCOLN INVESTMENT

RIA
CRD#: 519
CINCINNATI, OH
Past

June 1, 2012 - June 15, 2012

LINCOLN INVESTMENT

BD
CRD#: 519
CINCINNATI, OH
Past

December 14, 2007 - June 1, 2012

CINCINNATI ANALYSTS, INC.

RIA
CRD#: 5478
CINCINNATI, OH
Past

December 13, 2007 - June 1, 2012

CINCINNATI ANALYSTS, INC.

BD
CRD#: 5478
CINCINNATI, OH
Past

January 10, 2005 - October 31, 2007

AMERICAN GENERAL SECURITIES INCORPORATED

RIA
CRD#: 13626
HOUSTON, TX
Past

October 7, 1997 - October 31, 2007

AMERICAN GENERAL SECURITIES INCORPORATED

BD
CRD#: 13626
HOUSTON, TX
Past

March 7, 1997 - October 3, 1997

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
AUSTIN, TX
Past

September 12, 1995 - February 6, 1997

UNITED AMERICAN INTERNATIONAL, INC.

BD
CRD#: 30922
HOUSTON, TX
Past

February 3, 1993 - June 15, 1994

BROOKHOLLOW CAPITAL CORPORATION

BD
CRD#: 31182
Past

May 26, 1992 - November 16, 1993

SIGNATURE BROKER-DEALER SERVICES, INC.

BD
CRD#: 24377
BOSTON, MA
Past

March 8, 1991 - December 18, 1991

CFD INVESTMENTS, INC.

BD
CRD#: 25427
KOKOMO, IN
Past

November 19, 1989 - July 31, 1990

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

April 25, 1988 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

July 17, 1986 - May 13, 1988

FSC SECURITIES CORPORATION

BD
CRD#: 7461
Past

May 27, 1986 - July 25, 1986

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 8/20/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


PM
PNC MANAGED ACCOUNT SOLUTIONS, INC.
ALFRED B. BRADY III | THOMAS E. SAMUELS JR. | SURESH RAGHAVAN | STAVIS MARGOLIS ADVISORY SERVICES INC | ROY T. MANICOM | RICHARD SAETTONE | PNC MANAGED ACCOUNT SOLUTIONS, INC. | MICHAEL SANDEEN | MARY K. MARGOLIS | GERRALD GIBLIN | GAIL VAN NEST | FRANK POHAR | EDWIN TREY MAXWELL | DEBORAH MCCULLY STAVIS | DAVID BUSBEE | CLAYTON COOKE | BBVA WEALTH SOLUTIONS INC.

CRD#: 110476 / SEC#: 801-56131

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Contact information


Main Address
2200 Post Oak Blvd., Houston, TX 77056-4700
Mailing Address
1900 East Ninth Street, Cleveland, OH 44114
Phone number
(800) 762-6111
Established
Firm type
Fiscal year end
# of Employees
21

Documents


Latest Form ADV

Part 2 Brochures

PNC GLOBAL DIRECTIONS FORM ADV PART 2A (3/31/2023)

Regulatory assets under management


Total Number of Accounts768
AUM (Assets Under Management)$ 588,442,024

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.

Company Information


PNC MANAGED ACCOUNT SOLUTIONS, INC.

CRD#: 110476

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