Joseph Long, financial advisor Memphis TN
89 score

Joseph Long

CRD Number: 5924484
Current Firm: Raymond James & Associates, Inc.

Joseph Long (CRD# 5924484) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Memphis, TN and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James & Associates, Inc. Memphis, TN Feb 2013 - Current 3
Morgan Keegan & Company Memphis, TN Apr 2011 - Feb 2013 1
Full-time Education Memphis, TN Aug 1993 - Apr 2011 17
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2014
Contact Info for Joseph M. Long
Phone Number: 727-567-1000
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    91,401
    MILLIONS
  • Total Number of Accounts
    317,837
    ACCOUNTS
  • Average Account Value
    $287,573
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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