John
Langford

Corient

CRD#5012656
Investment Advisor
in Mc Lean, VA

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About this Advisor

John Langford is a financial advisor based in Mc Lean, Virginia, working with Corient. John has previously held positions at Ameriprise Financial Services, Inc, Spire Securities, LLC, Kfa Private Wealth Group, LLC, Arete Wealth Management LLC, Corient, and Corient Services LLC. John has passed the Series 66 regulatory exam and is registered to provide services in Texas and Virginia. Currently, John is part of Corient, which operates out of Mc Lean, Virginia. The firm has 39 offices and 845 employees. The firm manages assets totaling $118.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, security rating services, market timing services, and educational seminars. The fee structure at Corient includes asset-based, hourly, fixed, performance-based, and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Security ratings or pricing services, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees, Others

Office Location

1640 Boro Place 4Th Floor Office 400
Mc Lean, VA 22102

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Corient Brokerage Details

Total Assets Under Management

$118,191,936,095

VA Average: $1,855,561,029
Total Number of Employees

845

VA Average: 62
Total Number of Accounts

97,020

VA Average: 2,474
Average Account Size

$1,218,222

VA Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Market timing services
  • Educational seminars/workshops

John Langford Work History

2024 - Present (0 year)

Corient

2024 - Present (0 year)

Corient Services LLC

2015 - Present (9 years)

Kfa Private Wealth Group, LLC

2018 - 2023 (5 years)

Arete Wealth Management LLC

2015 - 2017 (2 years)

Spire Securities, LLC

2006 - 2015 (9 years)

Ameriprise Financial Services, Inc

Disclosures

Please visit the SEC profile of John 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 Corient

Linsey Winkler
Miami, FL
Sean Callaghan
Garden City, NY
Jeremy Lam
Chicago, IL
Bryan Blades
Wayne, PA
Jacob Benson
Miami, FL
Ashley Nimon
Wayne, PA
Matthew Broom
Atlanta, GA

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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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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