Bradley Long
Bradley Long is a ChFC-designated registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Woodinville, WA, with 28 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 26,942 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Planners' financial professionals offer portfolio management services for a fee, also known as an advisory fee. This fee is determined based on the complexity of the service, knowledge, skill, technology, and access warranted to satisfy the client's needs. The advisory fee may also include financial planning and consulting services. The maximum advisory fee is 3.0% annually, but may be lower for Pershing accounts due to a separate program fee. United Planners does not have a minimum advisory fee or a predetermined fee schedule.
Location
Woodinville, WA
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Regulatory History (1)
Customer Dispute
June 2003Other Business ActivitiesSells Insurance
Bradley is an advisor and wealth management advisor at Financial & Estate Advisors, Inc. since 2009, and president of Financial & Estate Advisors (DBA). Bradley also has been an insurance producer since 1988 and an insurance licensee since 2003, dedicating minimal time to these activities, and is a registered representative with United Planners Financial Services of America, spending about 10-20% of his time on investment-related duties.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Financial & Estate Advisors, INC
Previous Registrations
Sagepoint Financial, INC.Broker
Sunamerica Securities, INC.Broker
Select Capital CorporationBroker
State Registrations7 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.