Andrew J. Langdon

VETWORTH

Peachtree City, GA 30269

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CRD#: 6392975

Professional summary

Andrew Joseph Langdon, CFP®, who also goes by Andy Langdon, is a registered financial advisor currently at VETWORTH located in Peachtree City, Georgia.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Andrew has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Tax Planning

Education Planning

Employee and Employer Plan Ben...

Comprehensive Financial Planni...

Do you have an area of expertise or specialization?

Business Owners

College/Education Planning

Entrepreneurs

Fixed Fee (Subscription, Retai...

Middle Income Client Needs

Millennials

Are you a "fiduciary"?

Yes

Aliases

Andy Langdon

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.

Andrew Langdon provides administrative support to Langdon, William Harold Ph.D., an RIA owned by his father. His duties include account maintenance and other clerical tasks. VW does not refer clients to Langdon, William Harold and Langdon, William Harold does not refer clients to VW. Mr. Langdon endeavors at all times to put the interest of VW's clients first as part of the firm's fiduciary duty.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Joseph Langdon'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®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

January 27, 2020 - Present

VETWORTH

Office #1: 470 Commerce Drive, Peachtree City, GA 30269

RIA

CRD#: 307007

Peachtree City, GA

Past

June 1, 2020 - October 14, 2022

SMARTPATH ADVISORS

RIA

CRD#: 304563

Tyrone, GA

Past

January 18, 2018 - January 10, 2020

CETERA ADVISORS LLC

CRD#: 10299

STOCKBRIDGE, GA

Past

December 14, 2017 - February 4, 2020

STEWARDSHIP FINANCIAL ADVISORS, LLC

RIA

CRD#: 125724

STOCKBRIDGE, GA

Past

July 15, 2016 - December 5, 2017

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Atlanta, GA

Past

July 12, 2016 - December 5, 2017

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

ATLANTA, GA

Past

March 1, 2016 - December 19, 2017

HENSSLER FINANCIAL

RIA

CRD#: 104545

KENNESAW, GA

Past

February 8, 2016 - July 13, 2016

ALPS DISTRIBUTORS, INC.

CRD#: 16853

KENNESAW, GA

Past

December 19, 2014 - December 28, 2015

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

ATLANTA, GA

Past

October 21, 2014 - December 28, 2015

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

ATLANTA, 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

California
(12/8/2023)

IAR

Georgia
(1/27/2020)

IAR

Texas
(9/11/2022)

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

State Security Law Exam

IAR

Series 66

Date: 12/16/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/20/2014

General Securities Representative Examination

Current Firm

VETWORTH

FIVEPOINTS FINANCIAL PLANNING | VETWORTH | FIVEPOINTS FINANCIAL PLANNING LLC

CRD#: 307007 / SEC#:

California

Registered Investment Advisory firm - (12/8/2023 Approved)

Georgia

Registered Investment Advisory firm - (1/27/2020 Approved)

Texas

Registered Investment Advisory firm - (9/1/2022 Conditional Restricted)

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Contact information

Main Address

470 Commerce Drive, Peachtree City, GA 30269

Mailing Address

Phone number

(404) 907-0070

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	84
AUM (Assets Under Management)	$ 7,644,151

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.

Contact information

(xxx) xxx-xxxx

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Advisor Monitoring

Firm Stability Insights

Andrew J. Langdon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Joseph Langdon's CRS (Customer Relationship Summary).

Certified licenses

Experience

SMARTPATH ADVISORS

CETERA ADVISORS LLC

STEWARDSHIP FINANCIAL ADVISORS, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

HENSSLER FINANCIAL

ALPS DISTRIBUTORS, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/16/2014

SIE

Date: 10/1/2018

Series 7

Date: 10/20/2014

Current Firm

VETWORTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

VETWORTH

TRUST BUT VERIFY

Contact information

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