Patrick Eugene Long
Professional Summary
Patrick Eugene Long is a registered financial advisor currently at ASPIRE FINANCIAL, INC. located in Ebensburg, Pennsylvania and FUND INVESTORS, INC. located in Ebensburg, Pennsylvania. Patrick is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Patrick has worked at 2 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 6, Series 14 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
xxxxx@xxxx.xxx
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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.
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Years of Experience
29 years in the financial services industry
Current & Past Employments
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Current Firm
ASPIRE FINANCIAL, INC.
Contact Information
Main Address
510 East High Street, Ebensburg, PA 15931Phone Number
(814) 472-9317# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
209AUM (Assets Under Management)
$41,236,536Similar 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.
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State Registrations and Notice Filings
(6/23/1997)
(1/4/2012)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 1997About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Patrick Eugene Long's CRS (Customer Relationship Summary).
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