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Eugene Long is a registered investment advisor, based in Blue Bell, PA, with 32 years of industry experience. Eugene is also registered as a broker, so some compensation may come from commissions on products sold.
Location
660 Sentry Parkway, Suite 102, Blue Bell, PA, 19422
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Regulatory History (2)
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Regulatory
July 2020Final
Regulatory
September 2018Final
Other Business ActivitiesSells Insurance
Eugene is the President of Long Financial Group Inc., where he sells investments, insurance, accounting, and financial planning, dedicating full-time hours. He also owns Eugene Long Insurance Agent, selling life, health, and disability insurance, which takes a few hours per week.
Employment History
Current Registrations
M. S. Howells & CO.Broker
May 2023 - Present · 3 yrs 5 mos
Wealthcare Advisory Partners LLC
October 2021 - Present · 5 yrs
Previous Registrations
American Portfolios Financial Services, INC.Broker
September 2021 - October 2021 · 1 mo
American Portfolios Advisors, INC
September 2021 - October 2021 · 1 mo
Cadaret Grant & CO INC
November 2008 - September 2021 · 12 yrs 10 mos
Cadaret, Grant & CO., INC.Broker
January 1998 - September 2021 · 23 yrs 8 mos
Liberty Securities CorporationBroker
July 1996 - January 1998 · 1 yr 6 mos
Independent Financial Securities, INC.Broker
August 1995 - July 1996 · 11 mos
Putnam Mutual Funds CORP.Broker
February 1995 - August 1995 · 6 mos
Cadaret, Grant & CO., INC.Broker
August 1993 - September 1994 · 1 yr 1 mo
State Registrations21 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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