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Samuel Long

LPL Financial LLC
5 Years of Experience
Minden, NV
1 DisclosureBroker
View SEC Summary
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Samuel Long is a registered investment advisor at LPL Financial LLC, based in Minden, NV, with 5 years of industry experience. Samuel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1662 Us Hwy 395 N. Ste 109, Minden, NV, 89423

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History

Regulatory History (1)
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Criminal
April 2023
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
LPL Financial LLC
July 2025 - Present · 1 yr 3 mos
LPL Financial LLCBroker
July 2025 - Present · 1 yr 3 mos
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
October 2022 - July 2023 · 9 mos
Stifel, Nicolaus & Company, IncorporatedBroker
October 2022 - July 2023 · 9 mos
Wells Fargo Clearing Services, LLC
December 2020 - November 2022 · 1 yr 11 mos
Wells Fargo Clearing Services, LLCBroker
December 2020 - November 2022 · 1 yr 11 mos
Edward Jones
March 2019 - December 2020 · 1 yr 9 mos
Edward JonesBroker
January 2019 - December 2020 · 1 yr 11 mos
State Registrations1 state
NV
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.
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