Corey Long, financial advisor Kerrville TX

Corey Long

CRD Number: 4870400
Current Firm: Clear Rock Advisors, LLC

Corey Long (CRD# 4870400) is an Investment Advisor Representative working at Clear Rock Advisors, LLC in Kerrville, TX and has over 19 years of experience in the finance industry. Corey Long has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Clear Rock Advisors, LLC Austin, TX Dec 2020 - Current 3
Polaris Wealth Advisory Group San Rafael, CA Apr 2018 - Dec 2020 2
Raub Brock Capital Management Larkspur, CA Mar 2015 - Apr 2018 3
Fidelity Westlake, TX Nov 2010 - Mar 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2004
Contact Info for Corey B. Long
Phone Number: 830-315-2555
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    430
    MILLIONS
  • Total Number of Accounts
    570
    ACCOUNTS
  • Average Account Value
    $754,229
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
  • Pension consulting services
Types of Clients
Registered States

TX

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