Unclaimed Profile

Robert Alan Longfield

GAVION, LLC·MEMPHIS, Tennessee

Series 7, Series 63Clean record22 years registeredGAVION, LLC

6000 POPLAR AVENUE, MEMPHIS, TN 38119CRD# 2099575Firm CRD# 167807

Profile Verification

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

Identity

Robert Alan Longfield · MEMPHIS, TN

Registration

CRD #2099575 · GAVION, LLC · 22 years registered

Brand Profile

Not yet started

Career History

CBIZ INVESTMENT ADVISORY SERVICES, LLC

Jul 2019 – present

GAVION, LLC

Oct 2013 – Dec 2019

MEMPHIS, TN

CONSULTING SERVICES GROUP, LLC

May 2004 – Sep 2013

MEMPHIS, TN

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · May 24, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GAVION, LLC

CRD 167807 · SEC 801-78065

AUM

$218M

Regulatory assets under management

Employees

13 client accounts

Services offered by GAVION, LLC

Per Form ADV

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at GAVION, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Alan Longfield offer?

Robert Alan Longfield specializes in Retirement Planning. Contact their office in MEMPHIS, Tennessee for a consultation.

What are Robert Alan Longfield's credentials?

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

Where is Robert Alan Longfield located?

Robert Alan Longfield is based in MEMPHIS, Tennessee, working with GAVION, LLC. Their office serves clients in the MEMPHIS metropolitan area and surrounding communities.

How does Robert Alan Longfield charge for services?

Robert Alan Longfield's firm is compensated through percentage of aum, subscription fees, other: a percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GAVION, LLC?

GAVION, LLC has approximately 12 employees and manages $218M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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