Nancy Long, financial advisor South Boston VA

Nancy Long

CRD Number: 4545989
Current Firm: Edward Jones

Nancy Long (CRD# 4545989) is an Investment Advisor Representative working at Edward Jones in South Boston, VA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones South Boston, VA May 2002 - Current 21
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Nancy D. Long
Phone Number: 314-515-2000
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    593,127
    MILLIONS
  • Total Number of Accounts
    4,558,331
    ACCOUNTS
  • Average Account Value
    $130,119
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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