Cole Long, financial advisor Saint Peters MO

Cole Long

CRD Number: 7527442
Current Firm: Money Concepts Advisory Service

Cole Long (CRD# 7527442) is an Investment Advisor Representative working at Money Concepts Advisory Service in Saint Peters, MO and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Hussmann Corporation Bridgeton, MO Jul 2020 - Current 3
Missouri State University Springfield, MO Aug 2016 - Jun 2020 3
Francis Howell High School St.charles, MO Aug 2012 - Jun 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2023
Contact Info for Cole R. Long
Phone Number: 561-472-2000
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    2,904
    MILLIONS
  • Total Number of Accounts
    14,363
    ACCOUNTS
  • Average Account Value
    $202,187
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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
  • Other
Types of Clients
Registered States

VI

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