Alicia Langdon, financial advisor Fort Worth TX

Alicia Langdon

CRD Number: 6592120
Current Firm: Wpwealth LLP

Alicia Langdon (CRD# 6592120) is an Investment Advisor Representative working at Wpwealth LLP in Fort Worth, TX and has over 5 years of experience in the finance industry. Alicia Langdon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Whitley Penn Financial Fort Worth, TX Mar 2018 - Current 3
Lpl Financial, LLC Dallas, TX Jun 2017 - Mar 2018 < 1
Fluent Financial, LLC Dallas, TX Jun 2017 - Mar 2018 < 1
Charles Schwab & Company, Inc. Austin, TX Dec 2015 - Jun 2017 1
Worthpointe Wealth Management Austin, TX May 2015 - Nov 2015 < 1
Texas Tech University - Athletic Ticket Office Lubbock, TX Aug 2013 - May 2015 1
American Red Cross Austin, TX Jun 2013 - Jul 2013 < 1
Tilly's - World Of Jeans And Tops Lubbock, TX Aug 2012 - May 2013 < 1
Unemployed - Student Lubbock, TX Sep 2011 - Jul 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2016
Contact Info for Alicia M. Langdon
Phone Number: 817-259-9100
Firm Website: http://www.wpwealth.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    726
    MILLIONS
  • Total Number of Accounts
    1,901
    ACCOUNTS
  • Average Account Value
    $381,912
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
Types of Clients
Registered States

TX

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