Trevor Long, financial advisor Kirkwood MO
90 score

Trevor Long

CRD Number: 6091883
Current Firm: U.s. Bancorp Investments, Inc.

Trevor Long (CRD# 6091883) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Kirkwood, MO and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
U.s. Bancorp Investments, Inc. Des Peres, MO Oct 2015 - Current 2
Edward Jones St. Louis, MO May 2012 - Oct 2015 3
University Of Missouri Columbia, MO May 2008 - Jun 2012 4
Quinton's Bar And Deli Columbia, MO Jul 2010 - Apr 2012 1
Lonestar Steakhouse Columbia, MO Mar 2011 - Apr 2011 < 1
Gamestop St. Louis, MO Jul 2007 - Aug 2009 2
Student St. Louis, MO Apr 2002 - Jun 2008 6
Schnucks St. Louis, MO May 2006 - May 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for Trevor W. Long
Phone Number: 800-888-4700
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    5,065
    MILLIONS
  • Total Number of Accounts
    24,670
    ACCOUNTS
  • Average Account Value
    $205,313
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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