Todd Lang
Senior Investment Advisor
- Role
- Branch Manager, Vice President Investments at Raymond James
- Location
- Tulsa, OK, US
- LinkedIn followers
- 500 followers
About Todd Lang
20+ years of investment consulting and Wealth Management.Specializing in group Retirement Plans and diversified investment portfolios.Goal: Client Asset Growth & Preservation. Also looking for quality Financial Advisors interested in working for Raymond James & Associates in our new Tulsa retail office.Specialties: Tax Free Municipal Bonds, Corporate Retirement Plans/ 401(k), Deferred Compensation Plans, Portfolio Design, Capital Preservation Strategies, Employee Education Seminars, Complex Estate Planning/Transfer.Volunteer Work: Tulsa Boys\' Home Board of Directors, Development and Marketing Chariman.Outdoors hobbyist.
Experience
Branch Manager, Vice President Investments
Apr 2014 — Present
Education
Westminster College (MO)
Business, Economics, General
1986 — 1989
College for Financial Planning
Chartered Retirement Plans Specialist, Qualified and Non-Qualified Plans
2012 — 2012
Skills
- Series 9 & 10
- Management
- Financial Analysis
- Iras
- Portfolio Optimization
- Investments
- Series 7
- Sales
- Portfolio Management
- Mergers
- Strategic Planning
- Financial Advisory
- Commercial Banking
- Investment Advisory
- Financial Planning
- 401k
- Pensions
- Credit
- Financial Modeling
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Securities
- Estate Planning
- Mergers & Acquisitions
- Finance
- Retirement Planning
- Investment Advisory Services
- Investment Strategies
- Private Equity
- Retirement
- Bonds
- Deferred Compensation
- Wealth Management
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.