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Andrew Joseph Langdon

Andrew J. Langdon

VETWORTH
PEACHTREE CITY, GA 30269
CRD#: 6392975
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Andrew Joseph Langdon
Andrew Joseph LangdonVETWORTH

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.

At a Glance

Always Fiduciary

Services Offered

Tax Planning
Education Planning
Employee and Employer Plan Benefits
Comprehensive Financial Planning

Specializations

Business Owners
College/Education Planning
Entrepreneurs
Fixed Fee (Subscription
Retainer
etc.)
Middle Income Client Needs
Millennials

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.
The advisor shows no other business activity.

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

BD
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.

BD
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.

BD
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

BD
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)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/16/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/20/2014
General Securities Representative Examination

Current Firm

VETWORTH
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
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts96
AUM (Assets Under Management)$ 9,294,914

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

VETWORTH

VETWORTH

CRD#: 307007Peachtree City, GA 30269

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