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Heather Long is a financial advisor professional located in Wolfeboro, NH. They specialize in financial advisory.
Heather Long - Ballentine Partners holds an active professional license (FINRA CRD) for your protection.
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Heather Long is a financial advisor operating as part of Ballentine Partners in Wolfeboro, NH. She holds a FINRA CRD license (number 6359338), which registers her with the Financial Industry Regulatory Authority. This licensing structure allows her to work with clients on investment and financial planning matters under FINRA oversight. Ballentine Partners serves as her affiliated firm for regulatory and operational purposes.
Heather Long's FINRA CRD (Central Registration Depository) license means she is registered with the Financial Industry Regulatory Authority, the primary regulator for investment professionals in the United States. This registration requires her to meet specific training, testing, and ethical standards before advising clients on securities and investments. The CRD license signals that she operates under FINRA's rulebook and is subject to their oversight, compliance requirements, and disciplinary procedures. Clients can verify her registration status and any disciplinary history through FINRA's public database.