Richard Longoria, financial advisor Edinburg TX
88 score

Richard Longoria

CRD Number: 5390468
Current Firm: Voya Financial Advisors, Inc.

Richard Longoria (CRD# 5390468) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Edinburg, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Voya Financial Advisors Edinburg, TX Sep 2014 - Current 2
Rjg Retirement Services, LLC Edinburg, TX Sep 2013 - Current 3
Ing Financial Partners Edinburg, TX Mar 2014 - Sep 2014 < 1
Self Employed Mcallen, TX Nov 2012 - Sep 2013 < 1
Unemployed Mcallen, TX Aug 2011 - Nov 2012 1
University Of Texas At Austin Austin, TX Jun 2011 - Aug 2011 < 1
Copy It, Inc. Mcallen, TX Dec 2009 - Jun 2011 1
Pdq Printing Center, Inc. Mcallen, TX Aug 2008 - Dec 2009 1
Abercrombie And Fitch Austin, TX Feb 2008 - Aug 2008 < 1
University Of Texas At Austin Austin, TX Jun 2005 - Feb 2008 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2014
S63 Uniform Securities State Law Examination Jun 2014
Contact Info for Richard A. Longoria
Phone Number: 1-800-356-2906
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    9,298
    MILLIONS
  • Total Number of Accounts
    59,441
    ACCOUNTS
  • Average Account Value
    $156,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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