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Randall Long

42 Years of Experience
Newport Beach, CA
BrokerSells Insurance

Randall Long is a registered investment advisor at Cetera Investment Advisers LLC, based in Newport Beach, CA, with 42 years of industry experience. Randall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

4000 Mac Arthur Boulevard, Suite 600 East Tower, Newport Beach, CA, 92660

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Randall is involved in various business activities, including insurance sales through multiple companies, actuarial consulting, real estate investments, and charitable work. He dedicates about a quarter of his time to insurance sales and related activities, and a significant amount of time to his advisory businesses.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Advisors LLCBroker
September 2022 - Present · 3 yrs 10 mos
Cetera Wealth Services, LLCBroker
October 1991 - Present · 34 yrs 9 mos
Previous Registrations
First Allied Securities, INC.Broker
October 2021 - September 2022 · 11 mos
Sageview Private Client Group, LLC
March 2016 - December 2025 · 9 yrs 9 mos
Sageview Private Client Group, LLC
February 2015 - December 2015 · 10 mos
Sortino Investment Management, LLC
January 2007 - July 2007 · 6 mos
Sageview Advisory Group, LLC
September 2003 - December 2025 · 22 yrs 3 mos
Cetera Advisor Networks LLC
July 1997 - June 2023 · 25 yrs 11 mos
Ids Life Insurance CompanyBroker
July 1989 - January 1990 · 6 mos
American Express Financial Advisors INC.Broker
July 1989 - January 1990 · 6 mos
Mutual Service CorporationBroker
May 1988 - October 1991 · 3 yrs 5 mos
Integrated Resources Equity CorporationBroker
October 1983 - August 1989 · 5 yrs 10 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Randall Long - Financial Advisor | TrueAdvisor