Susan
Williams

S.G. Long & Company

CRD#2290587
Investment Advisor
in Missoula, MT

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About this Advisor

Susan Williams is a financial advisor working in Missoula, Montana, with 25 years of experience as a financial advisor. Williams is an advisor for S.G. Long & Company. They have spent all of their time as a financial advisor at S.g. Long & Company. Williams maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Montana. S.G. Long & Company is a company that has its headquarters in Missoula, Montana. The firm has a total of 11 advisors. S.G. Long & Company has a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services vary depending on which services the firm provides the client. However, fee types charged by S.G. Long & Company typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

25 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

283 West Front Suite 302 Suite 302
Missoula, MT 59802-4328

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S.G. Long & Company Brokerage Details

Total Number of Employees

11

MT Average: 66

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Susan Williams Work History

Susan has 25 years of experience.

1995 - Present (26 years)

S.G. Long & Company

Disclosures

Susan Williams has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at S.G. Long & Company

Darla Felix
Missoula, MT
Kelly Long
Missoula, MT
Kenneth Freseman
Missoula, MT
Donald Gaumer
Missoula, MT
Joshua Denney
Missoula, MT
Joshua Eder
Missoula, MT
Tessa Greene
Missoula, MT
Kelly Mwila
Missoula, MT

This content was compiled from the SEC and FINRA.

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