Corey Long Email & Phone Number

Senior Wealth Manager, Partner @ Clear Rock Advisors, LLC

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Corey Long Location

Austin, TX, US

Corey Long Work

2024 - now Senior Wealth Manager, Partner @ Clear Rock Advisors, LLC
2021 - 2024 Managing Director @ Clear Rock Advisors, LLC
2020 - 2021 Senior Wealth Strategist @ Clear Rock Advisors, LLC

2020 - 2020 Director of Wealth Management @ Polaris Wealth Advisory Group
2018 - 2020 Director @ Polaris Greystone Financial Group, LLC
2015 - 2018 Lead Advisor @ Raub Brock Capital Management, LP
2010 - 2015 Account Executive @ Fidelity Investments
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2006 - 2010 Senior Associate @ Bernstein Private Wealth Management
2004 - 2006 Investments Consultant @ Fidelity Investments
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Corey Long Education

The University of Texas at Austin - Red McCombs School of Business

Corey Long Skills

Investments
Asset Management
Alternative Investments

Asset Allocation
Estate Planning
Mutual Funds
Portfolio Management
Sales
Series 7
High Net Worth Individuals

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Corey Long Summary

Corey Long, based in Austin, TX, US, is currently a Senior Wealth Manager, Partner at True North Advisors (formerly Clear Rock Advisors, LLC). Corey Long brings experience from previous roles at Clear Rock Advisors, LLC, Polaris Wealth Advisory Group and Polaris Greystone Financial Group, LLC. Corey Long holds a The University of Texas at Austin - Red McCombs School of Business. With a robust skill set that includes Investments, Asset Management, Alternative Investments, Asset Allocation, Estate Planning and more. Corey Long has 2 emails and 1 mobile phone numbers on RocketReach.

Corey Long Emails

Found 2 emails

Corey Long Phone Numbers

Found 2 phone numbers

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Others Named Corey Long

Corey Long

Business Strategy and Analytics Manager at R&E Automated

Greenville, SC, US
4
- gmail.com
- aol.com
- bellsouth.net
- reautomated.com
5
- +1 864-985-XXXX
- +1 864-723-XXXX
- +1 864-569-XXXX
- +1 706-229-XXXX
- +1 706-455-XXXX
Corey Long

Senior Project Manager at Bertino & Associates, Inc

New York, NY, US
2
- bertinoassociates.com
- gmail.com
5
- +1 609-383-XXXX
- +1 732-892-XXXX
- +1 609-377-XXXX
- +1 302-735-XXXX
- +1 814-880-XXXX

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Top Clear Rock Advisors, LLC Employees

Chuck Hall

Sr. Director of Strategic Relationships, Partner at Clear Rock Advisors, LLC

Austin, TX, US
1
- sbcglobal.net
1
- +1 210-464-XXXX

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