Our Members > Doug Long
PRIMERICA FINANCIAL SERVICES
As a registered representative in the financial services industry, my ONLY goal is to guide clients through various financial issues. As a Fiduciary, I have pledged to do what is the best for my client. Sometimes that means to tell them to do nothing, even if it meant that I would lose income. Client first!
Anyone unsure of what to do to improve their financial information is what Primerica specializes in. Whether it be mutual funds, Roth, Traditional IRA’s, 401-k’s, annuities both fixed and variable, rollovers from 401-is, or annuity.
We help clients establish their financial independence number through a free confidential evaluation. Their independence number is what they will need to reach their retirement goals. We also help them develop a long range plan of how to achieve their goals.
Primerica is built to serve Main Street America. In order to do that we allow investments to start at $25/month. Very affordable.
To become a registered representative, there are several licensing levels to study, testing of that knowledge, FBI background checks, and fingerprinting.
My background is varied in the disciplines of corporate level management of evaluating volumes of financial data in an effort to improve operational performance for many retail stores, districts, and total corporate profits.
Other disciplines were based in marketing, advertising, direct mail catalog development, mergers and acquisitions. In some instances, I managed investments in several states for hands off investors.
Throughout my career, I was recognized as a “turnaround guy”. I was able to take what on the surface appeared as a helpless situations, and turn them into profitable ventures.
How can I help you or more importantly your friends and family that need help.
Primerica Financial Services