Brian Long (CRD# 5791481) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Edinboro, PA and has over 10 years of experience in the finance industry.
CRD# 5188229
Raymond James Financial Services Advisors, Inc.
CRD# 6679950
Hbks Wealth Advisors
CRD# 6100972
Hbks Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stifel Independent Advisors, LLC | Edinboro, PA | Apr 2022 - Current | 2 |
| Ameriprise Financial Services Inc. | Edinboro, PA | Oct 2017 - Apr 2022 | 4 |
| Wells Fargo Advisors Financial Network, LLC | Edinboro, PA | Jan 2017 - Oct 2017 | < 1 |
| Janney Montgomery Scott | Clarion, PA | Jun 2013 - Jan 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2013 |
- PA
- TX
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Total Assets Under Management3,557MILLIONS
-
Total Number of Accounts9,973ACCOUNTS
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Average Account Value$356,615
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
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