Trevor LongCRD 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.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|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|
Total Assets Under Management5,065MILLIONS
Total Number of Accounts24,670ACCOUNTS
Average Account Value$205,313
- A percentage of assets under your management
- 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)
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