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.
CRD# 2456018
Advisors Asset Management, Inc.
CRD# 1630781
Next Financial Group, Inc.
CRD# 4487759
Advisors Asset Management, Inc.
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 |
- TX
-
Total Assets Under Management430MILLIONS
-
Total Number of Accounts570ACCOUNTS
-
Average Account Value$754,229
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
TX
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