Christopher Long
CRD Number: 4596971Current Firm: Long Financial Planning
Compensation Model: Fee Only
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
Company Name | Location | Dates | Years |
---|---|---|---|
Long & Associates LLC | Chicago, IL | May 2002 - Current | 21 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2002 |
- IL
-
Total Assets Under Management39MILLIONS
-
Total Number of Accounts75ACCOUNTS
-
Average Account Value$520,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
IL
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