Ross Langill (CRD# 302093) is an Investment Advisor Representative working at Regal Bay Investment Group, LLC in Milwaukee, WI and has over 41 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Regal Securities | Milwaukee, WI | May 2005 - Current | 18 |
| Regal Bay Investment Group, LLC | Milwaukee, WI | Aug 2002 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1982 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2001 |
- WI
-
Total Assets Under Management46MILLIONS
-
Total Number of Accounts160ACCOUNTS
-
Average Account Value$286,875
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
WI
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