Benjamin Longo
Benjamin Longo is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Erie, PA, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3939 West Ridge Road, Suite A-103, Erie, PA, 16506
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Benjamin is an owner and officer (President) of Flagship Investment Group, Inc., dedicating about half of his time to this role. He also works as an agent and third-party administrator for Flagship Investment Group, providing education to 401(k) participants and plan sponsors, which takes a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Flagship Investment Group INC.
Hubbard, Bert Karle, Weber, INC.
Raymond James Financial Services
Tower Square Securities, INC.Broker
State Registrations30 states
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