Bryan Long (CRD# 6562843) is an Investment Advisor Representative working at Taylor & Morgan Asset Management, LLC in Troy, MI and has over 6 years of experience in the finance industry. Bryan Long has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Taylor Capital LLC | Flint, MI | Jan 2022 - Current | 2 |
| Taylor & Morgan Asset Management | Flint, MI | Jul 2017 - Current | 6 |
| Regulus Advisors, LLC | Kentwood, MI | Apr 2017 - Jul 2017 | < 1 |
| Saginaw Valley State University | Saginaw, MI | May 2013 - Apr 2017 | 3 |
| Regulus Advisors, LLC | Kentwood, MI | Jun 2016 - Aug 2016 | < 1 |
| Metropolitan Life Insurance | Saginaw, MI | Sep 2015 - Jan 2016 | < 1 |
| Orthomichigan | Flint, MI | May 2015 - Sep 2015 | < 1 |
| Knights Facilities Management | Saginaw, MI | Apr 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2017 |
- MI
- NC
- TX
-
Total Assets Under Management278MILLIONS
-
Total Number of Accounts935ACCOUNTS
-
Average Account Value$296,803
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
FL, GA, IL, MI, NC, NH, OH, SC, TX
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