Richard LongoriaCRD 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 3 years of experience in the finance industry.
Geneos Wealth Management, Inc.
Evans Financial Planning, Inc.
Securities America Advisors, Inc.
|Voya Financial Advisors||Edinburg, TX||Sep 2014 - Current||3|
|Rjg Retirement Services, LLC||Edinburg, TX||Sep 2013 - Current||4|
|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|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2014|
|S63||Uniform Securities State Law Examination||Jun 2014|
Total Assets Under Management11,151MILLIONS
Total Number of Accounts59,860ACCOUNTS
Average Account Value$186,281
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, WY
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