KL
CFP
KL
CFP

Keith Long

13 Years of Experience
Harrisburg, PA
BrokerSells Insurance

Keith Long is a CFP-designated registered investment advisor, based in Harrisburg, PA, with 13 years of industry experience.

Location

2201 Forest Hills Drive Suite 8, Harrisburg, PA, 17112

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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 ActivitiesSells Insurance

Keith works as an investment advisor representative (IAR) through Kestra Advisory Services and as a registered representative with Varano Spong Financial Group, dedicating nearly full-time hours to each. Keith is also an insurance agent, spending minimal time on insurance activities.

Employment History
Current Registrations
Kestra Advisory Services, LLC
January 2025 - Present · 1 yr 4 mos
Kestra Investment Services, LLCBroker
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Osaic Wealth, INC.
March 2013 - January 2025 · 11 yrs 10 mos
Osaic Wealth, INC.Broker
January 2013 - January 2025 · 12 yrs
National Planning CorporationBroker
August 2012 - November 2012 · 3 mos
State Registrations13 states
CADCDEFLMDNCNJNYOHPATXVAWA
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.
Keith Long - Financial Advisor | TrueAdvisor