Wesley R. Long
Professional summary
Wesley Robert Long, who also goes by Wesley R Long, is a registered financial advisor currently at INDEX FUND ADVISORS, INC. located in Irvine, California.
Wesley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Wesley has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 55, Series 7, Series 24 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Wesley Robert Long's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 17, 2016 - Present
INDEX FUND ADVISORS, INC.
Office #1: 19200 Von Karman Ave Suite 150, Irvine, CA 92612-6566June 1, 2006 - March 17, 2015
WEDBUSH SECURITIES INC.
May 16, 1997 - March 17, 2015
WEDBUSH SECURITIES INC.
July 23, 1991 - May 19, 1997
A. G. EDWARDS & SONS, INC.
May 11, 1990 - August 6, 1991
CITIGROUP GLOBAL MARKETS INC.
Primary Firm SEC Registration
INDEX FUND ADVISORS, INC.
CRD#: 109143 / SEC#: 801-57978
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/17/2016)
(3/8/2024)
(2/27/2024)
(2/28/2024)
Exams
Series 55
Date: 1/22/2001
Limited Representative-Equity Trader ExamSeries 8
Date: 8/15/1997
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
INDEX FUND ADVISORS, INC.
CRD#: 109143 / SEC#: 801-57978
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 7,146 |
| AUM (Assets Under Management) | $ 5,329,171,931 |
Red Flags
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