Bradley Long (CRD# 3006666) is an Investment Advisor Representative working at Financial & Estate Advisors, Inc. in Woodinville, WA and has over 26 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Planners' Financial Services | Scottsdale, AZ | Aug 2009 - Current | 14 |
| Financial & Estate Advisors, Inc. | Woodinville, WA | Aug 2009 - Current | 14 |
| Financial & Estate Advisors, Inc. | Woodinville, WA | Sep 2003 - Current | 20 |
| Bradley Long - Insurance Sales | Woodinville, WA | Mar 1988 - Current | 36 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 1998 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- WA
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Total Assets Under Management50MILLIONS
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Total Number of Accounts166ACCOUNTS
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Average Account Value$300,537
- A percentage of assets under your management
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- Portfolio management for individuals and/or small businesses
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WA
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