Justin Long (CRD# 5460617) is an Investment Advisor Representative working at Diazo, LLC in Henderson, NV and has over 15 years of experience in the finance industry. Justin 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.
CRD# 2481766
Skyoak Capital, Inc.
CRD# 4459102
Money Managers, Inc.
CRD# 5192556
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Diazo, LLC | Henderson, NV | Jan 2023 - Current | 1 |
| Innovative Adviser Solutions, LLC | Seattle, WA | Nov 2020 - Jan 2023 | 2 |
| Ek Riley Investments | Seattle, WA | Jul 2019 - Oct 2020 | 1 |
| Unemployed | Henderson, NV | Jun 2019 - Jun 2019 | < 1 |
| Fidelity Personal And Workplace Advisors | Boston, MA | Jul 2018 - May 2019 | < 1 |
| Fidelity Investments | Henderson, NV | May 2011 - Apr 2019 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2008 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2010 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NV
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Total Assets Under Management133MILLIONS
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Total Number of Accounts467ACCOUNTS
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Average Account Value$284,077
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, NC, NV, SC, TX
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