Steve Long, financial advisor Palm Beach Gardens FL
90 score

Steve Long

CRD Number: 6122229
Current Firm: Money Concepts Advisory Service

Steve Long (CRD# 6122229) is an Investment Advisor Representative working at Money Concepts Advisory Service in Palm Beach Gardens, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Money Concepts Capital Corp Palm Beach Gardens, FL Feb 2016 - Current < 1
Metlife Securities Ofallon, MO Oct 2012 - Feb 2016 3
Rock-tenn Creve Coeur, MO May 2008 - Oct 2012 4
Macys St Louis, MO Mar 1997 - May 2008 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Steve L. Long
Phone Number: 561-472-2000
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    1,181
    MILLIONS
  • Total Number of Accounts
    10,305
    ACCOUNTS
  • Average Account Value
    $114,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
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, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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