Scarlett Long (CRD# 4938681) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Nacogdoches, TX and has over 18 years of experience in the finance industry. Scarlett 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# 6112979
11 Financial
CRD# 5973780
Holistic Planning, LLC
CRD# 2265413
Holistic Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Parkway Wealth Management Group | Nacogdoches, TX | Oct 2017 - Current | 6 |
| Raymond James Financial Services Advisors, Inc. | Nacogdoches, TX | Jan 2009 - Current | 15 |
| N/a | Nacogdoches, TX | Mar 2008 - Current | 16 |
| Raymond James Financial Services | Nacogdoches, TX | Nov 2007 - Current | 16 |
| Southwest Research Institute | Nacogdoches, TX | Jan 2008 - Dec 2019 | 11 |
| Smith & Partners Financial Services LLC | Nacogdoches, TX | Jul 2013 - Oct 2017 | 4 |
| Smith & Partners LLC | Nacogdoches, TX | Nov 2007 - Sep 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2005 |
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Educational seminars/workshops
- Other
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, WY
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