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Dusten Long

23 Years of Experience
Charlotte, NC
Broker

Dusten Long is a registered investment advisor at Equitable Advisors, LLC, based in Charlotte, NC, with 23 years of industry experience. Dusten operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 69,432 clients with $38B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4570 advisors
Number of Clients
69,432 clients
Average Client Portfolio
$548K average
Assets Under Management
$38.0B

Fee Structure

Planning is included in investment management (also available separately)

Equitable Advisors offers investment management through LPL Financial programs and third-party asset managers (TAMPs). Fees vary depending on the program and assets invested.

For LPL programs like SAM, fees are based on a percentage of your portfolio. In some cases, you can choose whether to pay transaction charges directly or have the advisor pay them, which affects the overall advisory fee.

When using TAMPs, the fees are determined by the TAMP and a portion is paid to Equitable Advisors. The specific fees, minimums, and arrangements vary by TAMP, so it's important to review their brochures.

Equitable Advisors also offers ERISA fiduciary services to retirement plans, with fees determined by the specific services provided.

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Location

7207 Ibm Drive, Charlotte, NC, 28262

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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.

Learn about disclosures →
Employment History
Current Registrations
Equitable Advisors, LLC
October 2021 - Present · 4 yrs 7 mos
Equitable Advisors, LLC
October 2021 - Present · 4 yrs 7 mos
Equitable Advisors, LLCBroker
October 2021 - Present · 4 yrs 7 mos
Previous Registrations
Hornor, Townsend & Kent, LLC
June 2006 - March 2021 · 14 yrs 9 mos
Hornor, Townsend & Kent, LLCBroker
June 2006 - March 2021 · 14 yrs 9 mos
Federated Investment Counseling
January 2002 - January 2006 · 4 yrs
Federated Securities CORP.Broker
November 2001 - December 2005 · 4 yrs 1 mo
State Registrations2 states
NCPA
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.
Dusten Long - Financial Advisor | TrueAdvisor