Ryan
Langan

Origin Financial

CRD#6650431
Investment Advisor
in Clifton Heights, PA

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About this Advisor

Ryan Langan is a certified financial planner based in Clifton Heights, Pennsylvania with 1 year of relevant experience. Langan works at Origin Financial. Their career trajectory has included roles at Securian Financial Services Inc, Foundations Financial Partners, Pricewaterhousecoopers, Turn5, Prime Pay, West Chester University Of Pennsylvania, Minnesota Life Insurance Co, Securian Financial Services, Inc, Mycio Wealth Partners, LLC, Radnor Financial Advisors, Fidelity Investments and Origin Financial. Langan has Series 66 and Series 63 licenses, certifying them as a securities broker, and can operate in Pennsylvania. Origin Financial is an advisory business that has its headquarters in Boston, MA. It has $478 thousand in assets under management among its 23 accounts, placing it among the smaller investment advisory firms in the country by assets under management. Origin Financial has a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fees usually vary depending on which services the firm provides the client. However, fees billed by Origin Financial can include any combination of asset-based and fixed fees.

Certifications and Registrations

Series 66, Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Clifton Heights, PA

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Origin Financial Brokerage Details

Total Assets Under Management

$478,000

PA Average: $16,012,751,954
Total Number of Employees

219

PA Average: 118
Total Number of Accounts

23

PA Average: 4,567
Average Account Size

$20,783

PA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Ryan Langan Work History

Ryan has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Origin Financial

2020 - 2022 (2 years)

Fidelity Investments

2018 - 2020 (2 years)

Radnor Financial Advisors

2017 - 2017 (< 1 year)

Foundations Financial Partners

2017 - 2017 (< 1 year)

Minnesota Life Insurance Co

2017 - 2017 (< 1 year)

Securian Financial Services, Inc

2017 - 2017 (< 1 year)

Mycio Wealth Partners, LLC

2016 - 2016 (< 1 year)

Securian Financial Services Inc

2016 - 2016 (< 1 year)

Foundations Financial Partners

2016 - 2016 (< 1 year)

Pricewaterhousecoopers

2015 - 2015 (< 1 year)

Turn5

2014 - 2015 (1 year)

Prime Pay

2012 - 2016 (4 years)

West Chester University Of Pennsylvania

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ryan Langan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Origin Financial

Jodie Williams
Boston, MA
Matthew Shapiro
Culver City, CA
David Barta
Grovetown, GA
Michael Hakimi
Boston, MA
Michelle Petrowski
Boston, MA
David Blaylock
Fort Worth, TX
Susan Gardiner
Saunderstown, RI
Dace Dekruif
Boston, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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