M F Long

Current Employers

Employment History

• 04/2015 → Present
  First Financial Services Group
  Plano, TX
• 06/2016 → Present
  Calton & Associates, Inc.
  Plano, TX

Previous Registrations

• 2003-02-07 → 2016-07-01
  Vsr Financial Services, Inc.
  Overland Park, KS
  Plano, TX
  Worden, IL
  Plano, TX
  Plano, TX
  Overland Park, KS
• 2002-06-07 → 2003-02-07
  The Masters, Inc.
  Plano, TX

Other Businesses

1) Name of Business: LegalShield. Non-Investment related. Address: 7700 San Jacinto Place, Suite 200, Plano, TX 75024. Nature of Business: Will/Identity theft protection. Position/Title/Relationship: Agent. Hours per month: Negligible. Hours per month during Securities trading hours: Negligible. Duties/Responsibilities: Prepaid legal service for individuals, families, and businesses. For a low monthly late, you get comprehensive legal coverage from an entire law firm of professionals. Start Date: 2003. 2) Name of Business: Wealth Preservation Consultants Ltd. Investment related. Address: 7700 San Jacinto Place, Suite 200, Plano, TX 75024. Nature of Business: DBA for Tax Filing purposes. Position/Title/Relationship: Partner. Hours per month: 160-200. Hours per month during Securities trading hours: 100. Duties/Responsibilities: Provide financial planning services. Start Date: 1999. 3) Name of Business: M F Long. Non-Investment related. Address: 7700 San Jacinto Place, Suite 200, Plano, TX 75024. Nature of Business: Life insurance and fixed annuities. Position/Title/Relationship: Owner. Hours per month: only when service is required. Hours per month during Securities trading hours: Less than 10. Duties/Responsibilities: It is my responsibility to ask the appropriate questions to determine what the client is looking to accomplish. Based upon their input, I look for the company that can best meet the goals of the client. 4) Name of Business: First Financial Services Group. Investment related. Address: 7700 San Jacinto Place, Suite 200, Plano, TX 75024. Nature of Business: My DBA that all of my business transactions are completed under. Position/Title/Relationship: Owner. Hours per month: 10. Hours per month during Securities trading hours: 0. Duties/Responsibilities: The annuity business is bases upon the clients concerns; I will research the companies that provide the best end results for what the client is wanting. Start Date: 04/2015.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-05-26
• S63 Uniform Securities Agent State Law Examination
  1988-01-25

Other Names

• Mickey Long
• M F Long