Colby Long (CRD# 7259613) is an Investment Advisor Representative working at Private Advisor Group, LLC in Old Hickory, TN and has over 3 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Mount Juliet, TN | Mar 2023 - Current | 1 |
| Private Advisor Group, LLC | Morristown, NJ | Mar 2023 - Current | 1 |
| Shoemaker Financial | Brentwood, TN | Jun 2020 - Mar 2023 | 2 |
| Securian Financial Services | Saint Paul, MN | Jun 2020 - Mar 2023 | 2 |
| Minnesota Life Insurance Company | Saint Paul, MN | Jun 2020 - Mar 2023 | 2 |
| Securian Financial Services | Saint Paul, MN | May 2020 - Jun 2020 | < 1 |
| Shoemaker Financial | Brentwood, TN | May 2020 - Jun 2020 | < 1 |
| The Well Coffeehouse | Nashville, TN | May 2019 - Apr 2020 | < 1 |
| Walnut Grove United Methodist Church | Cottontown, TN | Jul 2018 - Aug 2019 | 1 |
| The Well Coffeehouse | Nashville, TN | Jul 2016 - Jul 2018 | 2 |
| Fsu Wesley Foundation | Tallahassee, FL | May 2015 - Jul 2016 | 1 |
| Florida State University | Tallahassee, FL | Jul 2014 - Jul 2016 | 2 |
| Florida State University | Tallahassee, FL | May 2010 - Jul 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2020 |
- TN
-
Total Assets Under Management31,536MILLIONS
-
Total Number of Accounts122,156ACCOUNTS
-
Average Account Value$258,160
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- 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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.