Lindsay Long Loignon

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2010 → 09/2019
  Automated Trading Desk Financial Services, Citi
  Mt Pleasant, SC
• 03/2013 → 09/2019
  Citigroup Global Markets Inc
  New York, NY
• 10/2019 → 08/2023
  Securian Financial Service Inc
  St. Paul, MN
• 10/2019 → 08/2023
  Minnesota Life Insurance Company
  St. Paul, MN
• 10/2019 → Present
  Commonwealth Financial Group
  Daniel Island, SC
• 08/2023 → Present
  Cetera Wealth Services, Llc
  Daniel Island, SC
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2020-03-02 → 2023-08-10
  Securian Financial Services, Inc.
  Daniel Island, SC
  St. Paul, MN

Other Businesses

1) COMMONWEALTH FINANCIAL GROUP FIXED INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/14/2019 ADDRESS: 225 Seven Farms Drive, Ste 106, Daniel Island SC 29492, United States DESCRIPTION: Fixed Insurance Sales, as opportunities arise during the normal course of advisory business. 2) NAME OF OTHER BUSINESS: GREEN COMPASS, LLC; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATIONS; NATURE OF BUSINESS: ORGANIC WELLNESS PRODUCTS; START DATE: 05/2024; POSITION/TITLE/RELATIONSHIP: INDEPENDENT ADVOCATE; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: SALE OF RETAIL PRODUCTS, CLEAN AND ORGANIC WELLNESS PRODUCTS; 3) NAME OF OTHER BUSINESS: COMMONWEALTH FINANCIAL GROUP; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 11/2019, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-02-26
• S63 Uniform Securities Agent State Law Examination
  2011-11-11

Other Names

• Lindsay Long Loignon
• Lindsay Long Loignon
• Lindsay Catherine Long