Benjamin Long

Benjamin Long Email and Phone Number

Senior Financial Advisor @ 49 Financial
austin, texas, united states
Benjamin Long's Location
Dallas-Fort Worth Metroplex, United States
Benjamin Long's Contact Details

Benjamin Long personal email

About Benjamin Long

Benjamin Long is a Senior Financial Advisor at 49 Financial. He possess expertise in retirement planning, tax deferred investment planning, wealth management strategies, investment management, risk management and 8 more skills. He is proficient in Arabic.

Benjamin Long's Current Company Details
49 Financial

49 Financial

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Senior Financial Advisor
austin, texas, united states
Website:
49financialgroup.com
Employees:
120
Benjamin Long Work Experience Details
  • 49 Financial
    Senior Financial Advisor
    49 Financial Dec 2019 - Present
    Dallas/Fort Worth Area
    Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and 49 Wealth Management are not affiliated companies.
    View
  • 49 Financial At Axa Advisors
    Financial Advisor
    49 Financial At Axa Advisors Jun 2017 - Dec 2019
    Dallas/Fort Worth Area
  • Bank Of America Merrill Lynch
    Finance
    Bank Of America Merrill Lynch 2012 - 2017
    Dallas/Fort Worth Area
    View
  • U.S. Office Of Personnel Management (Opm)
    Presidential Management Fellow
    U.S. Office Of Personnel Management (Opm) Sep 2011 - Sep 2012
    District Of Columbia, United States
    View

Benjamin Long Skills

Retirement Planning Tax Deferred Investment Planning Wealth Management Strategies Investment Management Risk Management Financial Planning Estate Planning Asset Allocation Strategies Business Succession Planning 401 Rollover Strategies Ira Rollover Strategies Long Term Care Planning Strategies Wealth Preservation Strategies

Benjamin Long Education Details

Frequently Asked Questions about Benjamin Long

What company does Benjamin Long work for?

Benjamin Long works for 49 Financial

What is Benjamin Long's role at the current company?

Benjamin Long's current role is Senior Financial Advisor.

What is Benjamin Long's email address?

Benjamin Long's email address is be****@****oup.com

What is Benjamin Long's direct phone number?

Benjamin Long's direct phone number is +181760*****

What schools did Benjamin Long attend?

Benjamin Long attended The American University In Cairo, University Of North Texas, University Of Jordan.

What skills is Benjamin Long known for?

Benjamin Long has skills like Retirement Planning, Tax Deferred Investment Planning, Wealth Management Strategies, Investment Management, Risk Management, Financial Planning, Estate Planning, Asset Allocation Strategies, Business Succession Planning, 401 Rollover Strategies, Ira Rollover Strategies, Long Term Care Planning Strategies.

Who are Benjamin Long's colleagues?

Benjamin Long's colleagues are Parrish Peddrick, J.d., Cfp®, Mariel Hall, Paul Houser, Marcelino M. Pierce, Cami Engelbert, Denver Horn, Connor Bradley.

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