Andrew LongCRD Number: 6708065
Current Firm: Personal Capital Advisors Corporation
Andrew Long (CRD# 6708065) is an Investment Advisor Representative working at Personal Capital Advisors Corporation in Denver, CO and has over 4 years of experience in the finance industry. Andrew Long has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Cetera Advisor Networks LLC
Meridian Wealth Management LLC
|Personal Capital Advisors Corporation||Denver, CO||Oct 2018 - Current||3|
|Personal Capital Advisors Corporation||Denver, CO||Nov 2017 - Oct 2018||< 1|
|First Command Financial Planning, Inc.||Fort Worth, TX||Jan 2017 - Nov 2017||< 1|
|First Command Advisory Services, Inc.||Fort Worth, TX||Jan 2017 - Nov 2017||< 1|
|First Command Insurance Services, Inc.||Fort Worth, TX||Jan 2017 - Nov 2017||< 1|
|First Command Financial Planning, Inc.||Fort Worth, TX||Sep 2016 - Jan 2017||< 1|
|University Of Colorado Denver||Denver, CO||Aug 2015 - Jul 2016||< 1|
|General Electric||Lufkin, TX||Jul 2013 - Aug 2015||2|
|U.s Army||Fort Riley, KS||Sep 2012 - Jun 2013||< 1|
|U.s. Army||Fort Riley, KS||Jun 2008 - Sep 2012||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2016|
Total Assets Under Management16,151MILLIONS
Total Number of Accounts69,953ACCOUNTS
Average Account Value$230,877
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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