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Dwight Daxon Langley

LANGLEY WEALTH MANAGEMENT
ATHENS, GA
·CRD# 2840337·20 years experience

Professional Summary

Dwight Daxon Langley, who also goes by Dax Langley, is a registered financial advisor currently at LANGLEY WEALTH MANAGEMENT located in Athens, Georgia. Dwight is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Dwight has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Dax Langley

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

20 years in the financial services industry

Current & Past Employments

LANGLEY WEALTH MANAGEMENT·CRD# 292543
RIA
325 N. Millidge Ave., Athens, GA 30601
March 26, 2018 - Present
ELEVATE WEALTH ADVISORY, INC.·CRD# 149713
RIA
Athens, GA
May 28, 2010 - August 31, 2018
FSC SECURITIES CORPORATION·CRD# 7461
BD
Athens, GA
May 21, 2009 - January 17, 2014
MORGAN KEEGAN & COMPANY, LLC·CRD# 4161
RIA
Athens, GA
February 7, 2008 - February 17, 2009
MORGAN KEEGAN & COMPANY, LLC·CRD# 4161
BD
Athens, GA
January 10, 2007 - February 17, 2009
FSC SECURITIES CORPORATION·CRD# 7461
BD
Athens, GA
March 8, 2006 - January 12, 2007

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Current Firm

LW
LANGLEY WEALTH MANAGEMENT

LANGLEY WEALTH MANAGEMENT | VICKERY LANGLEY WEALTH MANAGEMENT, LLC | VICKERY LANGLEY WEALTH MANAGEMENT | LANGLEY WEALTH MANAGEMENT LLC

CRD#: 292543
Georgia
Registered Investment Advisory firm - Georgia (3/26/2018 Approved)

Contact Information

Main Address

325 N. Millidge Ave., Athens, GA 30601

Phone Number

(678) 898-4155

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

152

AUM (Assets Under Management)

$31,397,950

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

INSURANCE: Life Insurance Sales, NON-INVESTMENT RELATED, 190 Hawthorne Park, Suite A, Athens, GA, 30606, INSURANCE AGENT, 2009, 0, 0, INDEPENDENT CONTRACTOR.

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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.
IAR
Georgia
(3/26/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jan 2008About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 2006About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Mar 2006About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Dwight Daxon Langley's CRS (Customer Relationship Summary).

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