Ray LongCRD Number: 1981161
Current Firm: Primerica Advisors
Ray Long (CRD# 1981161) is an Investment Advisor Representative working at Primerica Advisors in Lancaster, PA and has over 28 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Kaufman Advisory Services, Inc.
Thrivent Investment Management Inc.
|Primerica Financial Services||Lancaster, PA||Jul 1989 - Current||28|
|Pfs Investments Inc.||Lancaster, PA||Jul 1989 - Current||28|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1989|
|S65||NASAA Investment Advisors Law Examination||May 2011|
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Judgments / Liens
Total Assets Under Management446MILLIONS
Total Number of Accounts3,814ACCOUNTS
Average Account Value$116,938
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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, WY