John LongstaffCRD Number: 1203969
Current Firm: The Planning Center, Inc.
John Longstaff (CRD# 1203969) is an Investment Advisor Representative working at The Planning Center, Inc. in Fresno, CA and has over 31 years of experience in the finance industry. John Longstaff 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.
Diversified Wealth Management Solutions, LLC
Scf Investment Advisors, Inc.
Cetera Investment Advisers LLC
|The Planning Center, Inc.||Moline, IL||Dec 2013 - Current||3|
|Beechwood Wealth Advisors, LLC||Fresno, CA||Apr 2008 - Current||9|
|Kms Financial Services, Inc.||Seattle, WA||Feb 2007 - Apr 2008||1|
|Beechwood Advisory Group LLC||Fresno, CA||Jul 2003 - Apr 2008||4|
|Eplanning Securities, Inc.||Fresno, CA||Oct 2003 - Feb 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1986|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management506MILLIONS
Total Number of Accounts2,378ACCOUNTS
Average Account Value$212,588
- 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
AK, AZ, CA, FL, IA, IL, IN, MN, TX, WI
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