FL
CFP
FL
CFP

Frances Marie Longshore

37 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
61 advisors
Number of Clients
3,191 clients
Average Client Portfolio
$201K average
Assets Under Management
$640.8M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
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Location

10497 Town and Country Way, Suite 400, Houston, TX, 77024

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Frances sells Medicare Supplement, fixed annuities, fixed insurance, and long-term care insurance. She is also the Owner/President of Longshore Financial Group, where she dedicates about two-thirds of her time to insurance sales.

Employment History
Current Registrations
Tucker Asset Management LLC
April 2021 - Present · 4 yrs 10 mos
Previous Registrations
Principal Securities, INC.
August 2011 - October 2016 · 5 yrs 2 mos
Principal Securities, INC.Broker
August 2011 - October 2016 · 5 yrs 2 mos
Summit Financial Group INC
April 2007 - August 2011 · 4 yrs 4 mos
Summit Brokerage Services, INC.Broker
March 2007 - August 2011 · 4 yrs 5 mos
Aig Financial Advisors, INC.Broker
October 2005 - March 2007 · 1 yr 5 mos
Sunamerica Securities, INC.Broker
June 1989 - October 2005 · 16 yrs 4 mos
Southmark Financial Services, INC.Broker
June 1988 - June 1989 · 1 yr
First Investors CorporationBroker
June 1984 - July 1988 · 4 yrs 1 mo
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Frances Marie Longshore - Financial Advisor | TrueAdvisor