JL
James R. Langabeer
YELLOWSTONE WEALTH ADVISORS LLC
HOUSTON, TX
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CRD#: 7370649
JL
Professional summary
James Robert Langabeer II is a registered financial advisor currently at YELLOWSTONE WEALTH ADVISORS LLC located in Houston, Texas.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. James has worked at 1 firm .
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view James Robert Langabeer II'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
June 16, 2021 - Present
YELLOWSTONE WEALTH ADVISORS LLC
RIA
CRD#: 314726
HOUSTON, TX
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 Mexico(10/24/2024)
IAR
Texas(6/16/2021)
Exams
Current Firm
YW
YELLOWSTONE WEALTH ADVISORS LLC
YELLOWSTONE CONSULTING | YELLOWSTONE WEALTH ADVISORS LLC | YELLOWSTONE CONSULTING, LLC
CRD#: 314726 / SEC#:
New Mexico
Registered Investment Advisory firm - (11/10/2025 Termination Requested)Texas
Registered Investment Advisory firm - (6/16/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Houston, TX
Mailing Address
2503 Robinhood Street Suite 160, Houston, TX 77005
Phone number
(713) 742-2730
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 8 |
| AUM (Assets Under Management) | $ 4,400,000 |
Red Flags
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