Marshall Long is a CFP-designated registered investment advisor, based in Charlotte, NC, with 17 years of industry experience.
Location
4521 Sharon Rd, Suite 400, Charlotte, NC, 28211
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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.
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Marshall operates under the DBAs Wealth Enhancement Group and Wealth Enhancement Advisory Services LLC, providing investment advisory services. This activity, started in November 2021, takes nearly all of Marshall's time.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
Wealth Enhancement Advisory Services, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Carroll Financial Associates INC
Cetera Advisor Networks LLCBroker
State Registrations19 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.