Financial Advisor Team's Credentials
Discover the depth of qualifications and industry recognition of our financial advisors
Financial Advisor Licenses
Langan Financial Group's financial advisors have licenses to conduct business all throughout the Country.
We service clients, for both their insurance and wealth management needs.
As such we are licensed in those states as required by regulations. Below are the states each individual is licensed to sell either insurance or conduct wealth management as of 2022.
If you do not see your State on here, please give us a call to check as the States we are licensed with can change depending on circumstances.
Financial Planners
Langan Financial Group's financial planners have the following licenses:
Bob Langan
Bob has his series 7 and 63 licenses. These licenses are required by FINRA and SEC for any individual to sell insurance or conduct investment trades on behalf of another individual.
In addition to these licenses, Bob has his:
- Certified 401(K) Professional
- Certification for Long-Term Care
- Accredited Investment Fiduciary
- Certified Family Business Specialist
The 401(K) Certification recognizes a combination of substantial practical retirement plan management experience combined with the completion of a comprehensive and highly specialized educational program targeting 401(K) retirement plans.
The Certification for Long-Term Care confirms an insurance agent's ability to navigate the complexities of long-term care insurance combined with end-of-life planning and retirement.
This designation has been recognized and supported by:
- National Association of Insurance and Financial Advisors
- Major Insurance Carriers
- American College
The Accredited Investment Fiduciary Designation requires a financial advisor to meet certain conditions to even attempt to receive the designation including:
- Level of education
- Level of industry experience
The Accredited Investment Fiduciary® (AIF®) Designation is a professional certification that demonstrates an advisor or other person serving as an investment fiduciary has met certain requirements to earn and maintain the credential.
The purpose of the AIF® Designation is to assure that those responsible for managing or advising on investor assets have a fundamental understanding of:
- The principles of fiduciary duty
- A process for carrying out fiduciary responsibility
- The standards of conduct for acting as a fiduciary
It is accredited by the American National Standards Institute and part of the elite group of designations recognized by FINRA.
Fi360 is accredited by the American National Standards Institute (ANSI) for the AIF® Designation, making the designation part of an elite group of accredited designations recognized by FINRA.
The Certified Family Business Specialist is offered by the American College and focuses on providing financial planning services to business owners.
Candidates focus on combining Business Valuation and Business Succession into retirement planning for business owners.
Alex Langan
Alex Langan has his series 7 and 63 licenses. These licenses are required by FINRA and SEC for any individual to sell insurance or conduct investment trades on behalf of another individual.
In addition, Alex is a licensed attorney, specializing in ERISA, the government regulations governing retirement plans for organizations.
While he is a licensed attorney, Alex does not practice law on behalf of Langan Financial Group. Rather he utilizes this knowledge and skillset to better serve his group retirement clients.
His ERISA background is also beneficial as a Certified Family Business Specialist. The Certified Family Business Specialist is offered by the American College and focuses on providing financial planning services to business owners.
Candidates focus on combining Business Valuation and Business Succession into retirement planning for business owners. Allowing him to better serve business owners.
Tyler Quinn
Tyler Quinn has his series 7 and 63 licenses. These licenses are required by FINRA and SEC for any individual to sell insurance or conduct investment trades on behalf of another individual.
In addition, he has his:
- RICP, Retirement Income Certified Professional designation
- National Social Security Advisor
- Currently, he is working towards his Certified Financial Planner.
The Retirement Income Certified Professional is a designation that refers to a financial advisor who specializes in retirement income planning.
The American College provides these designations to individuals who have successfully completed the required education to create and execute comprehensive retirement strategies for individuals. These strategies include:
- Utilizing social security
- Managing portfolios to generate retirement income
- Addressing long-term are risks
- Addressing legacy planning
The National Social Security Advisor certification is presented through the National Social Security Association.
- This certification ensures those who successfully completed it have received education and training to help individuals maximize their social security benefits.
Insurance Agent's License to Sell Insurance
Langan Financial Group's insurance agent has the following State Insurance Licenses:
Robert J. Langan is licensed to sell insurance products in the following jurisdictions:
Alabama, Arizona, Delaware, Florida, Georgia, Indiana, Iowa, Kentucky, Maryland, Minnesota, New Jersey, New Mexico, New York, North Carolina, Ohio, and Pennsylvania.
Domiciled in: PA, Pennsylvania Insurance LLC. #356367
Alexander D. Langan is licensed to sell insurance products in the following jurisdictions:
Alex is licensed to sell insurance in Alabama, Arizona, Delaware, District of Columbia, Iowa, Kentucky, Maryland, New Mexico, New York, New Jersey, North Carolina, Pennsylvania, and Texas.
Domiciled in: PA, Pennsylvania Insurance LLC. #509920
Tyler Quinn is licensed to sell insurance products in the following jurisdictions:
Arizona, Florida, Massachusetts, Missouri, New Jersey, Nevada, Pennsylvania, and Texas
Domiciled in: PA, Pennsylvania Insurance LLC. #356367
Financial Advisor Security License
Robert J. Langan is licensed to sell securities in the following jurisdictions:
Alabama, Arizona, Connecticut, Delaware, Florida, Georgia, Indiana, Iowa, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Virginia, and West Virginia.
Alexander D. Langan is licensed to sell securities in the following jurisdictions:
Alabama, Alaska, Arizona, Connecticut, Delaware, Florida, Georgia, Iowa, Indiana, Kentucky, Massachusetts, Maryland, Michigan, Minnesota, North Carolina, New Jersey, New York, Ohio, Pennsylvania, Rhoda Island, South Dakota, Virginia and West Virginia.
Tyler Quinn is licensed to sell securities in the following jurisdictions:
New Jersey, New York, and Pennsylvania.
Schedule a Chat with Our Financial Advisor Agents
Langan Financial Group's financial advisors have over 100 years of experience servicing insurance policies for individuals and families.
Give us a call at 717-288-1880 to see how our local advisors can help with your insurance policy needs.
Or visit our financial advisor contact page to fill out an inquiry.
FREE Benchmark Comparison Services
Financial Advisor Locations:
Camp Hill, PA Financial Planning Office
York, Pa Financial Planning Office
Harrisburg, PA Financial Planners
Communities Served:
Disclosure: Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Cambridge and Langan Financial Group, LLC. are not affiliated. Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: AL, AZ, CO, DE, FL, GA, IA, KY, MD, NJ, NM, NY, NC, OH, PA, TX, VA, WI Cambridge and Langan Financial Group does not offer legal advice. Estate planning services are in regards to your overall financial plan. Always be sure to speak to a legal professional in regards to specific legal matters. Fixed insurance services offered through Langan Financial Group.
Testimonial/Endorsement Disclosure: The testimonials may not be representative of the experience of other customers. The testimonials are no guarantee of future performance or success. All of the testimonials/endorsements are clients with the exception of Steven Martinez of York SPCA. There was no cash nor non-cash compensation for any of the testimonials provided.
© Langan Financial Group
Harrisburg, PA Office
Address: 1863 Center St, Camp Hill, Pa 17011
Phone: 717-288-1880
York, PA Office
Address: 3405 Board Rd, Suite 200, York, Pa 17406
Phone: 717-773-4085
