Perry Long
Perry Long is a CFP-designated registered investment advisor at LPL Financial LLC, based in Maple Grove, MN, with 34 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
11222 86th Ave N, Maple Grove, MN, 55369
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Perry sells life, health, disability, long-term care, and fixed annuity insurance products through Long Range Financial, Inc., dedicating a few hours per week. Perry also works as a part-time photographer, owns Long Range Divorce Financial Analysts, Inc., and operates his LPL business through Long Range Financial, Inc.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Securities America, INC.Broker
Arbor Point Advisors
Securities America, INC.Broker
Securities America Advisors, INC.
Questar Asset Management, INC.
Questar Capital CorporationBroker
Usallianz Securities, INC.
Usallianz Securities, INC.Broker
Sunamerica Securities, INC.
Sunamerica Securities, INC.Broker
Washington Square Securities, INC.Broker
Mutual Service CorporationBroker
Titan/value Equities Group, INC.Broker
Nwnl Management CorporationBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.