Janice Lang, financial advisor Montpelier VT

Janice Lang

CRD Number: 6207987
Current Firm: Esi Financial Advisors

Janice Lang (CRD# 6207987) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Equity Services Inc. Montpelier, VT Jul 2017 - Current 6
Strategic Horizon Alhambra, CA Feb 2014 - Current 10
Darbeevision Orange, CA Dec 2015 - Jun 2017 1
Ameritas Investment Corp Lincoln, NE Feb 2014 - Jun 2017 3
Ameritas Life Insurance Corp Lincoln, NE Feb 2014 - Jun 2017 3
Sunlly Associates Alhambra, CA Feb 2014 - Oct 2015 1
Blueshield Ca Encino, CA Apr 2014 - Sep 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for Janice Lang
Phone Number: 800-344-7437
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,867
    MILLIONS
  • Total Number of Accounts
    11,317
    ACCOUNTS
  • Average Account Value
    $164,964
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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