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Gerard J. Longo

Oakmont Capital Management, Llc

Financial Planner in Estero, FL

Address:
20284 Black Tree Ln
Estero, FL 33928
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About Gerard J. Longo

Gerard Longo is a financial professional at Oakmont Capital Management, Llc located in Estero, Florida. Gerard Longo holds an industry securities registration subject to FINRA oversight having passed securities examinations including S63, S65 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

No education details are currently available for this financial planner.

Languages

Gerard Longo provides services to clients in the following language(s):

  • English

Specialties and Skills:

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  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

Gerard Longo
20284 Black Tree Ln
Estero, FL 33928

Phone Number: Click to Show
Website:

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