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Allen Long

28 Years of Experience
Pittsburgh, PA
1 DisclosureBroker

Allen Long is a registered investment advisor at Wells Fargo Advisors, based in Pittsburgh, PA, with 28 years of industry experience. Allen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1501 Reedsdale St, Ste 4005, Pittsburgh, PA, 15233

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History

Regulatory History (1)
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Customer Dispute
September 2017
Closed-No Action
Other Business Activities

Allen owns 25% of Heritage Seubert Financial, LLC and 100% of Seubert Financial, Inc. He dedicates minimal time to Heritage Seubert Financial, LLC and nearly full-time to Seubert Financial, Inc., which supports his Finet practice.

Employment History
Current Registrations
Wells Fargo Advisors
November 2003 - Present · 22 yrs 11 mos
Wells Fargo Advisors Financial Network, LLCBroker
November 2003 - Present · 22 yrs 11 mos
Previous Registrations
Northridge S & a Capital, INC.
December 1999 - November 2003 · 3 yrs 11 mos
Raymond James Financial Services, INC.Broker
January 1999 - December 2003 · 4 yrs 11 mos
Robert Thomas Securities, INCBroker
January 1998 - January 1999 · 1 yr
State Registrations25 states
ALAZCACODEFLGAHIIAINKYMDMINCNVNYOHORPASCTNTXVAWIWV
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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