Richard LongeneckerCRD 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.
Family Investment Center
Sagepoint Financial, Inc.
Stifel, Nicolaus & Company, Incorporated
|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|
Total Assets Under Management5,065MILLIONS
Total Number of Accounts24,670ACCOUNTS
Average Account Value$205,313
- A percentage of assets under your management
- 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)
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