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WL

William K. Lang

LONG BRIDGE CAPITAL MANAGEMENT
SPOKANE, WA 99202
Some features on this profile are disabled
CRD#: 3119811
WL

Professional summary


William Knox Lang, who also goes by Billy Lang, is a registered financial advisor currently at LONG BRIDGE CAPITAL MANAGEMENT located in Spokane, Washington.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. William has worked at 6 firms and has passed the Series 66, Series 65, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Billy Lang

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.
Mt Spokane Ski Race Team; Investment related No; Ski Racing Coach; Role/position/job title (proprietor, partner, officer, director, employee, trustee, agent); Dec/2018; During business hours: 0; After business hours: 16; Ski Racing coach for the winters

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view William Knox Lang'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

August 12, 2020 - Present

LONG BRIDGE CAPITAL MANAGEMENT

Office #1: 2108 E. 11th Ave, Spokane, WA 99202
RIA
CRD#: 305952
SPOKANE, WA
Past

May 1, 2018 - June 25, 2020

MORGAN STANLEY

BD
CRD#: 149777
SPOKANE, WA
Past

April 23, 2018 - June 25, 2020

MORGAN STANLEY

RIA
CRD#: 149777
SPOKANE, WA
Past

May 17, 2017 - December 31, 2017

MANITO ASSET MANAGEMENT

RIA
CRD#: 286270
SPOKANE, WA
Past

February 14, 2017 - May 4, 2017

MANITO ASSET MANAGEMENT

RIA
CRD#: 286270
SPOKANE, WA
Past

August 22, 2016 - February 10, 2017

ICM ASSET MANAGEMENT INC

RIA
CRD#: 105046
SPOKANE, WA
Past

March 11, 2010 - August 17, 2016

DOWNRIVER CAPITAL MANAGEMENT LLC

RIA
CRD#: 152848
SPOKANE, WA
Past

August 12, 2002 - July 20, 2010

SIGNIA CAPITAL MANAGEMENT

RIA
CRD#: 121505
SPOKANE, WA

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
Idaho
(8/12/2020)
IAR
Washington
(8/12/2020)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 5/16/2018
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


LB
LONG BRIDGE CAPITAL MANAGEMENT
7B ADVISORS LLC | LONG BRIDGE CAPITAL MANAGEMENT, LLC | LONG BRIDGE CAPITAL MANAGEMENT

CRD#: 305952 / SEC#:

Idaho
Registered Investment Advisory firm - (11/25/2019 Approved)
Washington
Registered Investment Advisory firm - (11/21/2019 Approved)
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Contact information


Main Address
Spokane, WA
Mailing Address
3721 North Idaho Road, Liberty Lake, WA 99019
Phone number
(509) 991-0024
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts128
AUM (Assets Under Management)$ 40,307,198

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


LONG BRIDGE CAPITAL MANAGEMENT

CRD#: 305952Spokane, WA 99202

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