Haeger Long
Professional Summary
Haeger Long, who also goes by Haeger Nmn Long, Leslie Haeger Long, was a registered financial advisor. Haeger was a previously registered financial professional and started their career in finance 1986 - 2017. Haeger had worked at 15 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 52 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Haeger Nmn Long, Leslie Haeger Long
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Videos & Posts
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
40 years in the financial services industry
Current & Past Employments
Past
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Current Firm
OPCION ADVISORS LLC | SENSUS WEALTH MANAGEMENT GROUP LLC | OPCION MANAGEMENT LLC
Contact Information
Main Address
8000 Ih 10 West Suite 1500, San Antonio, TX 78230Mailing Address
8000 Ih 10 West Suite 1500, San Antonio, TX 78230Phone Number
(210) 735-4000# of Employees
4Documents
Regulatory Assets Under Management
Total Number of Accounts
132AUM (Assets Under Management)
$32,532,447Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Aug 1988About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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