Vincent Long, financial advisor Overland Park KS

Vincent Long

CRD Number: 6699696
Current Firm: Integrated Wealth Advisory Services, Inc.

Vincent Long (CRD# 6699696) is an Investment Advisor Representative working at Integrated Wealth Advisory Services, Inc. in Overland Park, KS and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Geneos Wealth Management Inc. Overland Park, KS Jan 2021 - Current < 1
Dba: Integrated Wealth Advisory Services Inc. Overland Park, KS Jan 2021 - Current < 1
Integrated Wealth Advisory Services Inc. Overland Park, KS Aug 2016 - Dec 2020 4
Geneos Wealth Management Overland Park, KS Aug 2016 - Dec 2020 4
Aflac N. Kansas City, MO May 2016 - Jul 2016 < 1
Grand Street Cafe Kansas City, MO Oct 2015 - May 2016 < 1
Blue Grotto Kansas City, MO Jun 2015 - Oct 2015 < 1
Unisource Lenexa, KS Aug 2010 - Jun 2015 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2018
Disclosure Information

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.

Get Details on the FINRA Advisor Check site
Contact Info for Vincent P. Long
Phone Number: 913-491-4908
Registered State(s):
  • KS
  • TX
By the Numbers
  • Total Assets Under Management
    312
    MILLIONS
  • Total Number of Accounts
    1,698
    ACCOUNTS
  • Average Account Value
    $183,764
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, KS, LA, MO, NE, TX

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