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Richard Long

34 Years of Experience
Alexandria, VA
Broker

Richard Long is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Alexandria, VA, with 34 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1800 Diagonal Road, Suite 555, Alexandria, VA, 22314

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Richard manages rental real estate properties, dedicating about 10-20% of his time to this activity. He also works as a financial advisor for Goetzman Nau Financial Partners, taking about half of Richard's time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2009 - Present · 16 yrs 11 mos
Raymond James Financial Services, INC.
May 2009 - Present · 17 yrs
Raymond James Financial Services, INC.Broker
May 2009 - Present · 17 yrs
Previous Registrations
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Citigroup Global Markets INC.
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker INC
May 1999 - February 2006 · 6 yrs 9 mos
Legg Mason Wood Walker, IncorporatedBroker
January 1997 - February 2006 · 9 yrs 1 mo
Legg Mason Wood Walker, IncorporatedBroker
July 1996 - July 1996 · 0 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1991 - January 1997 · 5 yrs 8 mos
State Registrations18 states
CACODCDEFLILKYMDMENCNJNYOHSCTNTXVAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.