Douglas
Langford

Simplicity Wealth

CRD#5112229
Investment Advisor
in Logan, UT

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About this Advisor

Douglas Langford is a financial advisor based in Logan, Utah, working with Simplicity Wealth. Douglas has previously held positions at The Jerky Shack, Allegis Advisor Group, Allegis Investment Advisers, LLC Fka Bowengroup Advisors, LLC, Ars Investment Advisors, Inc, Allegis Investment Advisors, Townsquare Capital, Portside Wealth Group, and Simplicity Wealth. Douglas has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Idaho and Utah. Currently, Douglas is part of Simplicity Wealth, which operates out of Logan, Utah. The firm has 52 offices and 159 employees. The firm manages assets totaling $3.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Simplicity Wealth includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Logan, UT

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Simplicity Wealth Brokerage Details

Total Assets Under Management

$3,166,555,578

UT Average: $10,121,009,343
Total Number of Employees

159

UT Average: 92
Total Number of Accounts

6,188

UT Average: 6,978
Average Account Size

$511,725

UT Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Douglas Langford Work History

2023 - Present (2 years)

Simplicity Wealth

2011 - Present (14 years)

Allegis Advisor Group

2011 - Present (14 years)

Allegis Advisor Group

2023 - 2023 (< 1 year)

Portside Wealth Group

2020 - 2023 (3 years)

Townsquare Capital

2018 - 2020 (2 years)

Ars Investment Advisors, Inc

2013 - 2018 (5 years)

Allegis Investment Advisers, LLC Fka Bowengroup Advisors, LLC

2013 - 2018 (5 years)

Allegis Investment Advisors

2001 - 2017 (16 years)

The Jerky Shack

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Douglas Langford 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 Simplicity Wealth

Mike Nimmo
Summit, NJ
Michael Mortellaro
Summit, NJ
William Green
Summit, NJ
Robert Murphy
Glastonbury, CT
Gaetan Policard
Summit, NJ
Marcus Veillon
Ville Platte, LA
Timothy Underwood
Prairie Village, KS
Joel Rieck
Summit, NJ

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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