William Long, financial advisor Perryopolis PA

William Long

CRD Number: 2266688
Current Firm: Prudential Financial Planning Services

William Long (CRD# 2266688) is an Investment Advisor Representative working at Prudential Financial Planning Services in Perryopolis, PA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Pruco Securities, LLC Perryopolis, PA Dec 2004 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1992
S65 NASAA Investment Advisors Law Examination Oct 2001
Contact Info for William D. Long
Phone Number: 800-235-7637
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    14,029
    MILLIONS
  • Total Number of Accounts
    106,737
    ACCOUNTS
  • Average Account Value
    $131,438
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

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, WY

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