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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Robert Long is a registered investment advisor representative with Index Fund Advisors, Inc. Wesley has been in the industry since 1990 and has a wide range of experience. Wesley's firm specializes in providing investment advisory services to a variety of clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm's services include financial planning, portfolio management, and educational seminars. Wesley has passed the Series 63, 65, 7, 8, 24, and SIE exams.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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CA
02/28/2024 - Present
Index Fund Advisors, Inc. (IRVINE CA)
CA
05/16/1997 - 03/17/2015
WEDBUSH SECURITIES INC. (LOS ANGELES CA)
MO
07/23/1991 - 05/19/1997
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
05/11/1990 - 08/06/1991
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
IA
Issued 11/22/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/2006
Series 24 - General Securities Principal Examination
BC
Issued 08/15/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 03/17/2015
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/21/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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