TL
Tyler S. Lang
JOURNEY ADVISORY GROUP
COVINGTON, KY 41011
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CRD#: 5128339
TL
Professional summary
Tyler Selby Lang is a registered financial advisor currently at JOURNEY ADVISORY GROUP, LLC located in Covington, Kentucky.
Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Tyler has worked at 2 firms 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.
Lang Properties, LLC, Property Management (investment-related by definition), 15 W 5th Street, Covington, KY, Manager & Member, Start date 2/11/2015, devote approximately 15 hours per month total (mostly during business hours), oversee the property management; Channel Islands Partners, Commercial Property Management (investment-related by definition), 58 N Ash Street, Ventura, CA, 93001, Manager, Start Date 12/21/2017, devote 1-5 hours per month (including during business hours); Pennington Financial Group, SEC Registered Investment Adviser (investment-related), 11246 Gold Express Drive, Suite 102, Gold River, CA 95670-4425, Start Date 02/11/2015, Manager, CEO, CCO, devote more than 40 hours per month, mostly during business hours.
CRS (Client Relationship Summary) - RIA
Click below to view Tyler Selby 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®
NoneExperience
Current
April 22, 2019 - Present
JOURNEY ADVISORY GROUP, LLC
Office #1: 15 West 5th St, Covington, KY 41011RIA
CRD#: 171919
COVINGTON, KY
Past
October 22, 2013 - August 31, 2021
CHANNEL ISLANDS GROUP
RIA
CRD#: 168868
COVINGTON, KY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
JOURNEY ADVISORY GROUP, LLC
DYNASTY ADVISOR GROUP, LLC | TORCH WEALTH MANAGEMENT | PENNINGTON FINANCIAL GROUP | JOURNEY ADVISORY GROUP, LLC
CRD#: 171919 / SEC#: 801-79934
RIA
Registered Investment Advisory firm - (6/26/2014 Approved)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
California(4/22/2019)
IAR
Indiana(3/26/2021)
IAR
Kentucky(4/22/2019)
IAR
Texas(4/22/2019)
Current Firm
JOURNEY ADVISORY GROUP, LLC
DYNASTY ADVISOR GROUP, LLC | TORCH WEALTH MANAGEMENT | PENNINGTON FINANCIAL GROUP | JOURNEY ADVISORY GROUP, LLC
CRD#: 171919 / SEC#: 801-79934
RIA
Registered Investment Advisory firm - (6/26/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
50 E. Rivercenter Blvd Suite 301, Covington, KY 41011
Mailing Address
Phone number
(859) 888-0356
Established
Firm type
Fiscal year end
# of Employees
27
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,004 |
| AUM (Assets Under Management) | $ 1,473,333,518 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
JOURNEY ADVISORY GROUP, LLC
CRD#: 171919Covington, KY 41011TRUST BUT VERIFY
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