Richard Longenecker, financial advisor Saint Joseph MO
93 score

Richard Longenecker

CRD Number: 1062157
Current Firm: U.s. Bancorp Investments, Inc.

Richard Longenecker (CRD# 1062157) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Saint Joseph, MO and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
U.s. Bancorp Investments, Inc. St Joseph, MO Feb 2008 - Current 8
Gary Mclain Insurance American Family Maryville, MO Jun 2007 - Feb 2008 < 1
Unemployed Maryville, MO Feb 2007 - Jun 2007 < 1
Uvest Financial Services Group Charlotte, NC Jul 2003 - Feb 2007 3
Midwest Investment Services Maryville, MO Jul 2003 - Feb 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2001
S65 NASAA Investment Advisors Law Examination Aug 2006
Contact Info for Richard N. Longenecker
Phone Number: 800-888-4700
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    5,065
    MILLIONS
  • Total Number of Accounts
    24,670
    ACCOUNTS
  • Average Account Value
    $205,313
Compensation Options
  • A percentage of assets under your management
  • Other
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)
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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