Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Clayton Long is a financial advisor who has been in the industry since March 1, 2015. Alex is currently registered with Diversify Wealth Management, LLC in Utah and Texas. Alex is also registered as an Investment Advisor Representative in Utah. Alex holds a Certified Financial Planner designation. In addition to working with Diversify Wealth Management, LLC, Alex also owns and operates FirstPurpose Tax, KTC Properties, and KTB Ventures. Alex has a strong commitment to helping their clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
UT
03/05/2024 - Present
Diversify Wealth Management, LLC (OREM UT)
BC
Issued 12/19/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/27/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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