Financial ADVSR advisor directory · SEC adviser records
S.G. Long & Company financial advisors in Missoula, MT
Every SEC-registered investment adviser representative at a S.G. Long & Company office in Missoula, A to Z.
The short answer
15 registered advisors work at S.G. Long & Company in Missoula, out of 15 at the firm nationwide; it ranks number 3 in the city by advisors. 1 list the CFP designation and 15 are also registered broker representatives.
S.G. Long & Company advisors in Missoula, A to Z
Every S.G. Long & Company advisor →- Kelly R. BrungerAlso a broker rep
- Zachary T. CarvalhoAlso a broker rep
- Joshua P. DenneyAlso a broker rep
- Joshua D. EderCertified Financial Planner · Also a broker rep
- Darla M. FelixAlso a broker rep
- Kenneth L. FresemanAlso a broker rep
- Donald G. GaumerAlso a broker rep
- Andrew V. HarrisAlso a broker rep
- Jeffrey HaysAlso a broker rep
- Natalie A. LarsonAlso a broker rep
- David A. PeppengerAlso a broker rep
- Mitchell B. RobertsAlso a broker rep
- Robert G. SeidenschwarzAlso a broker rep
- Marcus J. WelnelAlso a broker rep
- Susan E. WilliamsAlso a broker rep
S.G. Long & Company advisors in every city and state →Advisor Moves: who changed firms this week →
Other firms in Missoula
All Missoula advisors →LPL Financial LLC 16D.A. Davidson & Co. 15Sgl Investment Advisors, Inc. 15Edward Jones 11Ameriprise Financial Services, LLC 8Wells Fargo Advisors Financial Network, LLC 8Merrill Lynch, Pierce, Fenner & Smith Incorporated 7Charles Schwab & Co., Inc. 6Osaic Wealth, Inc. 6UBS Financial Services Inc. 6Front Street Capital Management, Inc. 5Park Avenue Securities LLC 4
Questions
How many financial advisors does S.G. Long & Company have in Missoula?
15 investment adviser representatives are registered at S.G. Long & Company offices in Missoula, Montana, according to the SEC's Investment Adviser Public Disclosure records, out of 15 nationwide. 1 list the CFP designation and 15 are also registered as broker representatives.
Is S.G. Long & Company one of the largest advisor employers in Missoula?
S.G. Long & Company ranks number 3 in Missoula by registered advisors; LPL Financial LLC has the most, with 16.
How do I check a S.G. Long & Company advisor in Missoula?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the S.G. Long & Company office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.