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
- Senior Wealth Manager, Partner @ (September 2024 - Present)
- Managing Director @ (April 2021 - September 2024)
- Senior Wealth Strategist @ (December 2020 - April 2021)
- Director of Wealth Management @ Polaris Wealth Advisory Group (August 2020 - December 2020)
- Director @ Polaris Wealth Advisory Group (April 2018 - August 2020)
- Lead Advisor @ Raub Brock Capital Management, LP (March 2015 - April 2018)
- Account Executive @ (November 2010 - March 2015)
- Senior Associate @ (August 2006 - November 2010)
- Investments Consultant @ (September 2004 - August 2006)
Corey Long Education
- Texas McCombs School of Business 2002
Corey Long Skills
- Investments
- Asset Management
- Alternative Investments
- Asset Allocation
- Estate Planning
- Mutual Funds
- Portfolio Management
- Sales
- Series 7
- High Net Worth Individuals
- Investment Strategies
- Retirement Planning
- Wealth Management
- Equities
- Series 63
- Financial Analysis
- Financial Planning
- Public Speaking
- Business Analysis
- Finance
- Marketing
- Research
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 True North Advisors (formerly Clear Rock Advisors, LLC) and Polaris Wealth Advisory Group. Corey Long holds a Texas 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 1 emails and 1 mobile phone numbers on RocketReach.
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