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BL

Barbara A. Lang

VISTA STRATEGIC SOLUTIONS, LIMITED LIABILITY COMPANY
Port Republic, NJ
Some features on this profile are disabled
CRD#: 6714735
BL

Professional summary

Barbara Ann Lang is a registered financial advisor currently at VISTA STRATEGIC SOLUTIONS, LIMITED LIABILITY COMPANY located in Port Republic, New Jersey.

Barbara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Barbara has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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.
I am a Certified Public Accountant, licensed by the State of New Jersey. However, I retired from accounting and do not practice public accounting.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Barbara Ann 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®
None

Experience

Current

October 28, 2016 - Present

VISTA STRATEGIC SOLUTIONS, LIMITED LIABILITY COMPANY

RIA
CRD#: 285160
Port Republic, NJ

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 Jersey
(10/28/2016)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/13/2014
Uniform Investment Adviser Law Examination

Current Firm

VS
VISTA STRATEGIC SOLUTIONS, LIMITED LIABILITY COMPANY
VISTA STRATEGIC SOLUTIONS, LIMITED LIABILITY COMPANY

CRD#: 285160 / SEC#:

New Jersey
Registered Investment Advisory firm - (10/28/2016 Approved)
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Contact information

Main Address
Port Republic, NJ
Mailing Address
Phone number
(609) 204-1367
Established
Firm type
Fiscal year end
# of Employees
1

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.

Company Information

VISTA STRATEGIC SOLUTIONS, LIMITED LIABILITY COMPANY

CRD#: 285160Port Republic, NJ

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