Unclaimed Profile

Stephan Graig Lang

JOURNEY ADVISORY GROUP, LLC·COVINGTON, Kentucky

Series 65Clean record12 years registeredJOURNEY ADVISORY GROUP, LLC

50 E. RIVERCENTER BLVD, COVINGTON, KY 41011CRD# 6241222Firm CRD# 171919

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephan Graig Lang · COVINGTON, KY

Registration

CRD #6241222 · JOURNEY ADVISORY GROUP, LLC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: JOURNEY ADVISORY GROUP, LLC

JOURNEY ADVISORY GROUP, LLC

Apr 2019 – Oct 2024

COVINGTON, KY

CHANNEL ISLANDS GROUP

Oct 2013 – Sep 2021

COVINGTON, KY

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 23, 2013

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JOURNEY ADVISORY GROUP, LLC

CRD 171919 · SEC 801-79934

AUM

$1.0B

Regulatory assets under management

Employees

1,692 client accounts

Services offered by JOURNEY ADVISORY GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at JOURNEY ADVISORY GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Stephan Graig Lang offer?

Stephan Graig Lang specializes in Financial Planning, Investment Management.

What are Stephan Graig Lang's credentials?

Stephan Graig Lang is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephan Graig Lang located?

Stephan Graig Lang is based in COVINGTON, Kentucky, last registered with JOURNEY ADVISORY GROUP, LLC.

How does Stephan Graig Lang charge for services?

Stephan Graig Lang's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JOURNEY ADVISORY GROUP, LLC?

JOURNEY ADVISORY GROUP, LLC has approximately 20 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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