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Michael G. Langford

COURSE PILOT FINANCIAL
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CRD#: 2668205
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Professional summary


Michael Gordon Langford II is a registered financial advisor currently at COURSE PILOT FINANCIAL LLC .

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Michael has worked at 1 firm and has passed the Series 65 exam.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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) - RIA


Click below to view Michael Gordon Langford II'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®
None

Experience


Current

June 22, 2010 - Present

COURSE PILOT FINANCIAL LLC

RIA
CRD#: 140051
Past

May 22, 2006 - December 31, 2009

COURSE PILOT FINANCIAL LLC

RIA
CRD#: 140051
WESTBOROUGH, MA

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.

Highlighted states indicate IAR registrations

IAR
Massachusetts
(6/22/2010)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/3/2005
Uniform Investment Adviser Law Examination

Current Firm


CP
COURSE PILOT FINANCIAL LLC
COURSE PILOT FINANCIAL LLC

CRD#: 140051 / SEC#:

Massachusetts
Registered Investment Advisory firm - (6/22/2010 Approved)
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Contact information


Main Address
Austin, TX
Mailing Address
Phone number
(617) 699-9835
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts13
AUM (Assets Under Management)$ 1,000,000

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


COURSE PILOT FINANCIAL LLC

CRD#: 140051

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