Stephan G. Lang
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Stephan Graig Lang, who also goes by Stephan Lang, was a registered financial professional .
Stephan is a previously registered financial professional and started their career in finance in 2013. Stephan had worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 25, 2019 - October 14, 2024
JOURNEY ADVISORY GROUP, LLC
October 23, 2013 - September 13, 2021
CHANNEL ISLANDS GROUP
Primary Firm SEC Registration
JOURNEY ADVISORY GROUP, LLC
CRD#: 171919 / SEC#: 801-79934
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Current Firm
JOURNEY ADVISORY GROUP, LLC
CRD#: 171919 / SEC#: 801-79934
Contact information
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
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.
