Robert Eugene Long
CFAProfessional Summary
Robert Eugene Long, CFA, who also goes by Robert Eugne Long, was a registered financial advisor. Robert was a previously registered financial professional and started their career in finance 1980 - 2024. Robert had worked at 4 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Robert Eugene Long, Robert Eugne Long
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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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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Credentials
Years of Experience
24 years registered in the securities industry
Current & Past Employments
Past
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Current Firm
ARIBA ASSET MANAGEMENT | WESTBOURNE INVESTMENTS, INC.
Contact Information
Main Address
2121 Eisenhower Avenue Suite 605, Alexandria, VA 22314Phone Number
(703) 294-6880Established
Virginia since 03/12/1990Firm Type
CorporationFiscal Year End
December# of Employees
7SEC notice filing (10 States and Territories)
Registered to provide investment advisory services in 10 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| WESTBOURNE ASSOCIATES, INC. | CORPORATION | — |
| GOODWYN, WILFRED LACY | CHAIRMAN & CEO & CHIEF COMPLIANCE OFFICER | 225538 |
Regulatory Assets Under Management
Total Number of Accounts
393AUM (Assets Under Management)
$276,365,058Disclosures
Regulatory Event
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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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Primary Firm SEC Registration
ARIBA ASSET MANAGEMENT | WESTBOURNE INVESTMENTS, INC.
State Registrations and Notice Filings
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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