Unclaimed Profile

Wesley Robert Long

INDEX FUND ADVISORS, INC.·IRVINE, California

SIE, Series 7, Series 8, Series 24, Series 55, Series 63, Series 65Clean record20 years registeredINDEX FUND ADVISORS, INC.

19200 VON KARMAN AVE, IRVINE, CA 92612-6566CRD# 2050442Firm CRD# 109143

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Wesley Robert Long · IRVINE, CA

Registration

CRD #2050442 · INDEX FUND ADVISORS, INC. · 20 years registered

Brand Profile

Not yet started

Career History

INDEX FUND ADVISORS, INC.

Aug 2016 – present

WEDBUSH SECURITIES INC.

Jun 2006 – Mar 2015

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 24

Series 55

Series 63

Series 65

Registration record

First registered · June 1, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INDEX FUND ADVISORS, INC.

CRD 109143 · SEC 801-57978

AUM

$5.0B

Regulatory assets under management

Employees

7,193 client accounts

Services offered by INDEX FUND ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at INDEX FUND ADVISORS, INC. →

Introduction

Speak with Wesley

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Wesley is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in IRVINE?

Browse all registered financial advisors in IRVINE, California or claim this profile if it's yours.

Browse IRVINE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Wesley Robert Long offer?

Wesley Robert Long specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in IRVINE, California for a consultation.

What are Wesley Robert Long's credentials?

Wesley Robert Long is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Wesley Robert Long located?

Wesley Robert Long is based in IRVINE, California, working with INDEX FUND ADVISORS, INC.. Their office serves clients in the IRVINE metropolitan area and surrounding communities.

How does Wesley Robert Long charge for services?

Wesley Robert Long's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INDEX FUND ADVISORS, INC.?

INDEX FUND ADVISORS, INC. has approximately 55 employees and manages $5.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →