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DL

Dwight D. Langley

LANGLEY WEALTH MANAGEMENT
WATKINSVILLE, GA 30677
Some features on this profile are disabled
CRD#: 2840337
DL

Professional summary


Dwight Daxon Langley, who also goes by Dax Langley, is a registered financial advisor currently at LANGLEY WEALTH MANAGEMENT located in Watkinsville, 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.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Dax Langley

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.
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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CRS (Client Relationship Summary) - RIA


Click below to view Dwight Daxon Langley'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

March 26, 2018 - Present

LANGLEY WEALTH MANAGEMENT

Office #1: 3651 Mars Hill Road Suite 2000-b, Watkinsville, GA 30677
RIA
CRD#: 292543
WATKINSVILLE, GA
Past

May 28, 2010 - August 31, 2018

ELEVATE WEALTH ADVISORY, INC.

RIA
CRD#: 149713
ATHENS, GA
Past

May 21, 2009 - January 17, 2014

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATHENS, GA
Past

February 7, 2008 - February 17, 2009

MORGAN KEEGAN & COMPANY, LLC

RIA
CRD#: 4161
ATHENS, GA
Past

January 10, 2007 - February 17, 2009

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
ATHENS, GA
Past

March 8, 2006 - January 12, 2007

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATHENS, GA

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
Georgia
(3/26/2018)

Exams


State Security Law Exam
IAR
Series 65
Date: 1/28/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


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

CRD#: 292543 / SEC#:

Georgia
Registered Investment Advisory firm - (3/26/2018 Approved)
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Contact information


Main Address
3651 Mars Hill Road Suite 2000-b, Watkinsville, GA 30677
Mailing Address
Phone number
(678) 898-4155
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts157
AUM (Assets Under Management)$ 29,554,662

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


LANGLEY WEALTH MANAGEMENT

CRD#: 292543Watkinsville, GA 30677

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