Sean Langan, financial advisor Portland ME
83 score

Sean Langan

CRD Number: 4536971
Current Firm: Key Investment Services LLC

Sean Langan (CRD# 4536971) is an Investment Advisor Representative working at Key Investment Services LLC in Portland, ME and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Key Investment Services LLC Portland, ME Oct 2008 - Current 8
Valic Financial Advisors Waltham, MA Feb 2005 - Oct 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
S65 NASAA Investment Advisors Law Examination Aug 2002
S66 NASAA Uniform Combined State Law Examination Jun 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Sean M. Langan
Phone Number: (888) 547-2968
Firm Website: http://www.key.com
Registered State(s):
  • ME
By the Numbers
  • Total Assets Under Management
    870
    MILLIONS
  • Total Number of Accounts
    5,830
    ACCOUNTS
  • Average Account Value
    $149,255
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AZ, CA, CO, CT, FL, GA, ID, IL, IN, KY, MA, MD, ME, MI, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA

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BADGES
83

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