Frances LongshoreCRD Number: 1271446
Current Firm: Principal Securities, Inc.
Frances Longshore (CRD# 1271446) is an Investment Advisor Representative working at Principal Securities, Inc. in Houston, TX and has over 32 years of experience in the finance industry. Frances Longshore 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.
Linscomb & Williams
The Goff Financial Group
|Longshore Financial Group||Houston, TX||Feb 2012 - Current||4|
|Principal Financial||Houston, TX||Aug 2011 - Current||5|
|Princor||Houston, TX||Aug 2011 - Current||5|
|Summit Financial Group Inc.||Houston, TX||Apr 2007 - Jul 2011||4|
|Summit Brokerage Services Inc.||Houston, TX||Feb 2007 - Jul 2011||4|
|Aig Financial Advisors, Inc.||Phoenix, AZ||Oct 2005 - Feb 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1984|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management1,622MILLIONS
Total Number of Accounts15,486ACCOUNTS
Average Account Value$104,766
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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