Long Tan, financial advisor Utica OH
93 score

Long Tan

CRD Number: 5531938
Current Firm: H. Beck, Inc.

Long Tan (CRD# 5531938) is an Investment Advisor Representative working at H. Beck, Inc. in Utica, OH and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
H. Beck, Inc. Rockville, MD Jan 2010 - Current 6
Legend Financial Services, LLC Columbus, OH Dec 2008 - Current 8
Banner Life Insurance Company Rockville, MD Sep 2008 - Current 8
Legend Financial Services, Llc Is The Name That My Partner And I Utica, OH Jan 2008 - Current 8
Legend Financial Services, LLC Utica, OH Jan 2008 - Current 8
The Brenelle Group Johnstown, OH Mar 2001 - Current 15
The Brenelle Group Johnstown, OH Mar 2001 - Current 15
Fsc Securities Corporation Worthington, OH May 2008 - Dec 2009 1
Fsc Securities Corporation Atlanta, GA May 2008 - Dec 2009 1
Fsc Agency Atlanta, GA May 2008 - Dec 2009 1
Fsc Securities Corporation Worhtington, OH May 2008 - Dec 2009 1
The Brenelle Group Johnstown, OH Mar 2001 - May 2008 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2009
Contact Info for Long Tan
Phone Number: 301-468-0100
Firm Website: https://www.hbeckinc.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    1,825
    MILLIONS
  • Total Number of Accounts
    10,457
    ACCOUNTS
  • Average Account Value
    $174,531
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, 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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