Brad Long
Brad Long is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Annapolis, MD, with 24 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
Firm Size
IM Fee
Assets Under Management
Location
170 Jennifer Road, Suite 140, Annapolis, MD, 21401
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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
Brad is an owner/proprietor of an unspecified business since 2002, a finance/investment committee member for a local community foundation, an associate/employee at Long Financial Services, Inc., a non-variable insurance agent, and a tax return preparer. He dedicates minimal time to each of these activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
State Registrations34 states
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