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 @
- 2021 -2024 Managing Director @
- 2020 -2021 Senior Wealth Strategist @
- 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 @
- 2006 -2010 Senior Associate @
- 2004 -2006 Investments Consultant @
Corey Long Education
- The University of Texas at Austin - Red 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
- Public Speaking
- Business Analysis
- Finance
- Marketing
- Research
- Financial Planning
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 1 emails and 1 mobile phone numbers on RocketReach.
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