Eugene LongCRD Number: 1164352
Current Firm: Cadaret Grant & Co Inc.
Eugene Long (CRD# 1164352) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Dunmore, PA and has over 31 years of experience in the finance industry. Eugene 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.
Northeastern Financial Consultants, Inc.
Ameriprise Financial Services, Inc.
|Bednarz Financial Group||Dunmore, PA||Dec 2014 - Current||3|
|Cadaret, Grant & Company, Inc.||Dunmore, PA||Aug 1991 - Current||26|
|Eugene W. Long||Dunmore, PA||Mar 1985 - Current||33|
|Central Life Assurance Company (connor Agenc||Des Moines, IA||Nov 1984 - Current||33|
|Bednarz Long Financial Group||Scranton, PA||Nov 2012 - Dec 2014||2|
|Long Financial Management Group||Scranton, PA||Nov 2006 - Nov 2012||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1987|
Total Assets Under Management3,576MILLIONS
Total Number of Accounts18,306ACCOUNTS
Average Account Value$195,350
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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