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Mark Long

Advisor at FIFTH THIRD SECURITIES, Inc.

Updated today

Location

Findlay, OH 45840

Credentials

Series 66

Industry experience

19 years

About

Mark Long is a Series 66-registered financial advisor with Fifth Third Securities, Inc. in Findlay, Ohio. He has 19 years of industry experience and has been with Fifth Third Securities since 2014. Outside of his advisory role, he is an owner and landlord of rental properties in Davenport, Florida. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs with features such as direct indexing and a tax-overlay service, and operates as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.

Client services

Based on FIFTH THIRD SECURITIES, Inc.

Financial planning Portfolio management Selection of other advisers Sponsor wrap fee program

Expertise

Based on FIFTH THIRD SECURITIES, Inc.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning

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Fee options

Percentage

$0 - $250,000: 1.50% $250,001 - $500,000: 1.35% $500,001 - $750,000: 1.25% $750,001 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 1.00% $2,000,001+: 0.80%

Other

Account minimum: $10,000 (Passageway Focus Program minimum; other programs range from $50,000 to $100,000)

Location

337 South Main St

Findlay, OH 45840

Most active in

Indiana

Work history

Fifth Third Securities

2014 - Present (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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