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RL

Robert J. Long

FUND INVESTORS
Ebensburg, PA 15931
Some features on this profile are disabled
CRD#: 2043588
RL

Professional summary

Robert Joseph Long is a registered financial professional currently at FUND INVESTORS, INC. located in Ebensburg, Pennsylvania.

Robert is registered as a RR (Registered Representative) and started their career in finance in 1990. Robert has worked at 1 firm and has passed the Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Robert Joseph Long's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 15, 1990 - Present

FUND INVESTORS, INC.

Office #1: 510 East High Street, Ebensburg, PA 15931
BD
CRD#: 20374
Ebensburg, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Pennsylvania
(3/15/1990)

Exams

State Security Law Exam
RR
Series 63
Date: 3/14/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 3/14/1990
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

FI
FUND INVESTORS, INC.
E.C. LONG, INC. | FUND INVESTORS, INC.

CRD#: 20374 / SEC#: , 8-38186

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information

Main Address
510 East High Street, Ebensburg, PA 15931
Mailing Address
510 East High Street, Ebensburg, PA 15931
Phone number
(814) 472-9317
Established
Pennsylvania since 06/15/1987
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
LONG, PATRICK EUGENEPRESIDENT, CHIEF COMPLIANCE OFFICER, OWNER, CHIEF EXECUTIVE OFFICER2901123
MULHEARN, WILLIAM JOHNSECRETARY/TREASURER, ANTI-MONEY LAUNDERING COMPLIANCE OFFICER1911619

Disclosures

Regulatory Event1

Red Flags

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.

Company Information

FUND INVESTORS, INC.

CRD#: 20374Ebensburg, PA 15931

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