James M. Lange

LANGE FINANCIAL GROUP

PITTSBURGH, PA 15217

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CRD#: 4382898

Professional summary

James M Lange is a registered financial advisor currently at LANGE FINANCIAL GROUP, LLC located in Pittsburgh, Pennsylvania.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. James has worked at 3 firms and has passed the Series 7 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.

JAMES LANGE & ASSOCIATES, CPA FIRM, OWNER LAW OFFICES OF JAMES LANGE, OWNER LANGE LIFE CARE, LLC OWNER NONE INVESTMENT RELATED 2200 MURRAY AVENUE PITTSBURGH, PA 15217 OWNER ALL 3 BUSINESSES, 50 HOURS PER WEEK SUPERVISE A LAW FIRM AND A CPA FIRM AND A LIFE/HEALTH INSURANCE FIRM.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James M Lange'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

May 17, 2002 - Present

LANGE FINANCIAL GROUP, LLC

Office #1: 2200 Murray Avenue, Pittsburgh, PA 15217

RIA

CRD#: 118684

PITTSBURGH, PA

Past

May 15, 2001 - March 13, 2002

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

May 15, 2001 - March 13, 2002

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

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

New York
(8/19/2021)

IAR

Pennsylvania
(5/17/2002)

IAR

Virginia
(1/11/2006)

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

General Industry/Product Exam

Series 7

Date: 5/7/2001

General Securities Representative Examination

Current Firm

LANGE FINANCIAL GROUP, LLC

CRD#: 118684 / SEC#:

Arizona

Registered Investment Advisory firm - (2/3/2021 Approved)

Florida

Registered Investment Advisory firm - (9/13/2022 Approved)

New York

Registered Investment Advisory firm - (6/15/2006 Approved)

Ohio

Registered Investment Advisory firm - (8/25/2005 Approved)

Pennsylvania

Registered Investment Advisory firm - (5/17/2002 Approved)

Texas

Registered Investment Advisory firm - (10/22/2024 Approved)

Virginia

Registered Investment Advisory firm - (1/9/2006 Approved)

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Contact information

Main Address

2200 Murray Avenue, Pittsburgh, PA 15217

Mailing Address

Phone number

(412) 521-2732

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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James M. Lange

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James M Lange's CRS (Customer Relationship Summary).

Certified licenses

Experience

LANGE FINANCIAL GROUP, LLC

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

State Registrations and Notice Filings

Exams

Series 7

Date: 5/7/2001

Current Firm

LANGE FINANCIAL GROUP, LLC

Contact information

Documents

Red Flags

Company Information

LANGE FINANCIAL GROUP, LLC

TRUST BUT VERIFY

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