J. Dan Lang

Westlake Village, California, 91362

Member Since 2010

My Location

Years of Financial Experience
- 15
Education
- Brigham Young University (BS Accounting)
- Brigham Young University (JD Law)
- University of San Diego (LLM Taxation)
Certifications and Designations
- CPA

Methods of Compensation
- Financial Planning: Asset-based fee, Hourly fee
- Investment Services: Asset-based fee, Hourly fee
Primary Custodian(s)
- LPL Financial
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Quarterly)
- Custodial Report (Monthly)
- Newsletter (Monthly)
Additional Business Practices
- I work with remote clients over the telephone and Internet
- I review my clients' financial plans with them
- I review my clients' investment portfolios with them

Registration & Licensing
- CRD/IARD Number: 2959057
- Securities Registrations: Series 7, Series 6, Series 24, Series 63, Series 65
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health
Company Names
- Registered Investment Advisor: LPL Financial
- Broker/Dealer: LPL Financial
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Disclosure(s)
- View Statement
  J. Dan Lang, JD, LLM Financial Consultant, LPL Registered Principal CA Insurance Lice. #0C18136 Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The information and opinions posted on this website do not necessarily reflect the opinion of LPL Financial or its affiliates. Laurus Financial Group, LLC 31225 La Baya Drive, Suite 215 Westlake Village, CA 91362 818.991.7700 office www.lfgadvisors.org dan.lang@lpl.com Ssecurities offered through LPL Financial, member FINRA/SIPC. The information contained in this email message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are heregy advised that any dissemination, distribution or copy of this message is strictly prohibited. If you have received this message in error, please immediately delete. Copyright 2008 – LPL Financial. All Rights Reserved.

Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies
Investment Products
- Mutual Funds, Securities, Commodities, REITs, Limited Partnerships
Insurance Products
- Life, Fixed Annuity, Variable Annuity, Long-Term Care, Disability Income, Health
Tax Advice & Services
- Tax Clients: Individuals & Families, Businesses
- Tax Services: Tax Planning, Tax Advice, Tax Efficient Investing, Tax Preparation, IRS Audit Services

Visit Website - http://www.lfgadvisors.org