SL
PFS
SL
PFS

Scott Long

24 Years of Experience
Deckerville, MI
Broker

Scott Long is a PFS-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Deckerville, MI, with 24 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

3473 Main St, Deckerville, MI, 48427-0097

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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 Activities

Scott owns commercial real estate and is involved in tax preparation services. He also serves on the board of directors for Long as a board member and Vice President, dedicating a few hours per week to each role.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
November 2010 - Present · 15 yrs 6 mos
Ameriprise Financial Services, LLC
November 2010 - Present · 15 yrs 6 mos
Ameriprise Financial Services, LLCBroker
November 2010 - Present · 15 yrs 6 mos
Previous Registrations
Sagepoint Financial, INC.
March 2010 - November 2010 · 8 mos
Sagepoint Financial, INC.Broker
October 2008 - November 2010 · 2 yrs 1 mo
American General Securities IncorporatedBroker
November 2007 - October 2008 · 11 mos
1st Global Capital CORP.Broker
January 2004 - November 2007 · 3 yrs 10 mos
American General Securities IncorporatedBroker
October 2002 - December 2003 · 1 yr 2 mos
Franklin Financial Services CorporationBroker
August 2001 - October 2002 · 1 yr 2 mos
State Registrations19 states
AKAZCOFLHIILKSKYMDMINCOHORPASDTXUTVAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.