Joseph LongCRD 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.
Delta Asset Management, LLC
Wells Fargo Advisors, LLC
Ameriprise Financial Services, Inc.
|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|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- 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
- Selection of other advisers (including private fund managers)
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