John
Langston

Robertson Investment Management

CRD#1364931
Investment Advisor
in Houston, TX

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About this Advisor

John Langston is a financial advisor based in Houston, Texas, working with Robertson Investment Management. John has previously held positions at First Allied Securities, First Allied Advisory Services, Inc, Robertson Wealth Management, LLC, Securities America, Inc, and Osaic Wealth, Inc. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, John is part of Robertson Investment Management, which operates out of Houston, Texas. The firm has 16 employees and manages assets totaling $434.4 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Robertson Investment Management includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

5120 Woodway Suite 9029
Houston, TX 77056

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Robertson Investment Management Brokerage Details

Total Assets Under Management

$434,418,252

TX Average: $3,042,739,679
Total Number of Employees

16

TX Average: 49
Total Number of Accounts

1,971

TX Average: 2,315
Average Account Size

$220,405

TX Average: $1,314,358

Investment Advisory Services

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

John Langston Work History

2024 - Present (1 year)

Osaic Wealth, Inc

2018 - Present (7 years)

Robertson Wealth Management, LLC

2019 - 2024 (5 years)

Securities America, Inc

2012 - 2019 (7 years)

First Allied Advisory Services, Inc

2004 - 2019 (15 years)

First Allied Securities

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of John Langston 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 Robertson Investment Management

Patrick Mcgill
Oceanside, CA
Chase Robertson
Houston, TX
Frederick Mecklenburg
Houston, TX
Sonia Joao
Houston, TX
Robert Kasten
Houston, TX
John Langston
Houston, TX
Ellias Stabinsky
Houston, TX
Dawn Trammell
Houston, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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