Jan Long Email & Phone Number
Wealth Advisor @ LPL Financial
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Jan Long Location
- Denver, CO, US
Jan Long Work
- 2021 -now Wealth Advisor @
- 2006 -2021 First Vice President- Investments @
Jan Long Skills
- Investments
- Retirement Planning
- Mutual Funds
- Investment Advisory
- Financial Analysis
- Retirement
- Alternative Investments
- Equities
- Investment Strategies
- Finance
- New Business Development
- Customer Service
- Program Management
- Series 63
- Strategic Planning
- Asset Allocation
- Financial Planning
- Asset Management
- Marketing
- Wealth Management
- Portfolio Management
- Project Management
- Leadership
- Financial Advisory
- Series 7
- Securities
- Uniform Combined State Law
- Microsoft Office
Jan Long Summary
- Jan Long, based in Denver, CO, US, is currently a Wealth Advisor at LPL Financial. Jan Long brings experience from previous roles at Wells Fargo Advisors. With a robust skill set that includes Investments, Retirement Planning, Mutual Funds, Investment Advisory, Financial Analysis and more. Jan Long has 2 emails and 1 mobile phone numbers on RocketReach.
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