Kyle Long (CRD# 6706584) is an Investment Advisor Representative working at Long Planning, LLC in Geneva, IL and has over 7 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| D.l. Purvine, Pllc | Clayton, NC | Oct 2022 - Current | 1 |
| Long Planning, LLC | Geneva, IL | Dec 2021 - Current | 2 |
| Kyle Long, Cpa | Geneva, IL | Oct 2021 - Current | 2 |
| Inspire Advisors, LLC | Hollister, CA | Sep 2019 - Nov 2022 | 3 |
| D.l. Purvine Cpa, Pllc | Geneva, IL | Jun 2018 - Sep 2021 | 3 |
| Highpoint Advisor Group, Llc Dba Onpath Financial | St. Charles, IL | Dec 2016 - Jul 2018 | 1 |
| Lpl Financial, LLC | St. Charles, IL | Dec 2016 - May 2018 | 1 |
| Somerset Cpas | Indianapolis, IN | Oct 2014 - Oct 2016 | 2 |
| Unemployed | Lake Zurich, IL | Jun 2014 - Sep 2014 | < 1 |
| Taylor University | Upland, IN | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2017 |
- IL
- TX
-
Total Assets Under Management12MILLIONS
-
Total Number of Accounts111ACCOUNTS
-
Average Account Value$111,479
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
IL, TX
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