Perry LongCRD Number: 7127210
Current Firm: Truist Advisory Services, Inc.
Perry Long (CRD# 7127210) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Fort Lauderdale, FL and has 1 year of experience in the finance industry.
Global Wealth Management Investment Advisory, Inc.
Kingsview Wealth Management, LLC
Efg Asset Management (americas) Corp.
|Suntrust Advisory Services,inc.||Atlanta, GA||Aug 2019 - Current||3|
|Suntrust Bank||Ft. Lauderdale, FL||Apr 2019 - Current||3|
|Wells Fargo Bank||Ft. Lauderdale, FL||Apr 2016 - Apr 2019||3|
|Suntrut Bank||Ft. Lauderdale, FL||Dec 1999 - Apr 2016||16|
Total Assets Under Management61,581MILLIONS
Total Number of Accounts126,886ACCOUNTS
Average Account Value$485,328
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VI, VT, WA, WI, WV, WY
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