Gregory LongtineCRD Number: 3076237
Current Firm: Robert W. Baird & Company Incorporated
Gregory Longtine (CRD# 3076237) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Owensboro, KY and has over 23 years of experience in the finance industry. Gregory Longtine has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ameriprise Financial Services, LLC
Infinex Investments, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Robert W Baird||Owensboro, KY||Nov 2021 - Current||< 1|
|Wells Fargo Clearing Services, LLC||Owensboro, KY||Nov 2016 - Nov 2021||5|
|Wells Fargo Advisors LLC||Owensboro, KY||May 2009 - Nov 2016||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1998|
Total Assets Under Management275,840MILLIONS
Total Number of Accounts272,742ACCOUNTS
Average Account Value$1,011,359
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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
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