Keith LongCRD Number: 6013078
Current Firm: Royal Alliance Associates, Inc.
Keith Long (CRD# 6013078) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Harrisburg, PA and has over 5 years of experience in the finance industry.
Thrivent Investment Management Inc.
Royal Alliance Associates, Inc.
Msi Financial Services, Inc.
|Royal Alliance||Harrisburg, PA||Jan 2013 - Current||5|
|Central Susquehanna Intermediate Unit||Shamokin, PA||Apr 2008 - Dec 2012||4|
|Aventa Learning||Bloomsburg, PA||Oct 2007 - Apr 2008||< 1|
|Bloomsburg University||Shamokin, PA||May 2007 - Oct 2007||< 1|
|Central Susquehanna Intermediate Unit||Shamokin, PA||Sep 2004 - May 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2012|
Total Assets Under Management4,629MILLIONS
Total Number of Accounts19,113ACCOUNTS
Average Account Value$242,202
- 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)
- 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, VI, VT, WA, WI, WV