S.G. Long & Company
About this Advisor
Kelly Mwila is an investment advisor who lives in Missoula, Montana. Currently an advisor with S.G. Long & Company, they have accumulated 15 years of work experience. Mwila holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Mwila is able to advise investors based out of Montana. During their career, Mwila has held roles at Deutsche Bank Securities, Sg Long & Company and Alaska To Africa Travel. S.G. Long & Company is headquartered in Missoula, Montana. As a company, S.G. Long & Company retains 11 staff members. None of the firm's clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. S.G. Long & Company can offer financial planning services and portfolio management for individuals and small businesses. The firm's fees may include asset-based fees.
Certifications and Registrations
Years of Experience
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S.G. Long & Company Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Kelly Mwila Work History
Kelly has 15 years of experience.
Sg Long & Company
Alaska To Africa Travel
Deutsche Bank Securities
Kelly Mwila has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at S.G. Long & Company