Benjamin Long is a registered investment advisor, based in Austin, TX, with 8 years of industry experience.
Location
3711 S Mopac Expy, Suite 150, Austin, TX, 78746
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Benjamin is an investment advisor representative with 49 Wealth Management LLC, taking up about 90% of his time. He is also a fixed insurance sales agent since 2019, dedicating about 10% of his time, and a registered representative with Oakwood Capital Securities, taking up full-time hours.
Employment History
Current Registrations
Oakwood Capital Securities, INC.Broker
49 Financial
Previous Registrations
Thrivent Advisor Network, LLC
Pks Advisory Services, LLC
Purshe Kaplan Sterling InvestmentsBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations5 states
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