Bernard Long, financial advisor Oakland MD
93 score

Bernard Long

CRD Number: 2012090
Current Firm: Gwn Securities Inc.

Bernard Long (CRD# 2012090) is an Investment Advisor Representative working at Gwn Securities Inc. in Oakland, MD and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Gwn Securities, Inc. Palm Beach Gardens, FL Mar 2016 - Current 2
Valic Financial Advisors, Inc. Pittsburgh, PA May 2015 - Jan 2016 < 1
Legend Equities Corporation Palm Beach Gardens, FL Apr 2012 - May 2015 3
Lpl Financial Oakland, MD Nov 2010 - Mar 2012 1
Axa Advisors LLC New York, NY Jul 2008 - Aug 2010 2
Sweeney Trucking Waldorf, MD Oct 2004 - Jul 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1990
S66 NASAA Uniform Combined State Law Examination Sep 2008
Contact Info for Bernard A. Long
Phone Number: 561-472-2700
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Market timing services
Types of Clients
Registered States


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

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