Kevin Long (CRD# 7701311) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in North Chesterfield, VA and has 1 year of experience in the finance industry.
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Agia | Houston, TX | Jun 2023 - Current | < 1 |
| Valic Financial Advisors, Inc. | North Chesterfield, VA | Apr 2023 - Current | 1 |
| M&t Bank | Richmond, VA | Mar 2021 - Current | 3 |
| Pnc Bank | Arlington, VA | Apr 2019 - Feb 2021 | 1 |
| Suntrust Bank | Annandale, VA | Jul 2018 - Apr 2019 | < 1 |
| Pnc Bank | Falls Church, VA | Sep 2017 - Jun 2018 | < 1 |
| Unemployed | Arlington, VA | Aug 2017 - Aug 2017 | < 1 |
| Steven Toyota | Harrisonburg, VA | Nov 2016 - Jul 2017 | < 1 |
| Newport Hospitality Group / Courtyard By Marriott | Harrisonburg, VA | Oct 2015 - Nov 2016 | 1 |
| Unemployed | Harrisonburg, VA | May 2015 - Oct 2015 | < 1 |
| James Madison University | Harrisonburg, VA | Aug 2012 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2023 |
- VA
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Total Assets Under Management25,247MILLIONS
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Total Number of Accounts302,501ACCOUNTS
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Average Account Value$83,463
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
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- Financial planning services
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- Other
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