Cheryl West Langston
Investment adviser representative at Edelman Financial Engines
14 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$326.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Edelman Financial EnginesOct 2022 to now
- Financial Engines Advisors L.L.C.Sep 2022 to now
- West Financial Services, IncOct 2019 to Sep 2022
- Bb&tJan 2019 to Oct 2019
- Bb&t Securities, LLCJan 2018 to Jan 2019
- Bb&t BankJun 2017 to Jan 2019
- Bb&t InvestmentsJun 2017 to Jan 2018
- USAA Financial Advisors IncJul 2012 to Jun 2017
- USAA Financial Planning ServicesJul 2012 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1997
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 3 states (NC, TX, VA).
Edelman Financial Engines
Legal name: Financial Engines Advisors L.L.C.
$326.3BAssets managed
1,244,406Clients
721Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2552890
- Firm CRD
- 104510