M F Long, financial advisor Tampa FL

M F Long

CRD Number: 1778299
Current Firm: Calton & Associates, Inc.

M F Long (CRD# 1778299) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 36 years of experience in the finance industry.

Similar Advisors
Kevin Arquette, financial advisor Tampa FL
Kevin M. Arquette
CRD# 3229164
Commonwealth Financial Network
Similar Advisors
Douglas Wilkinson, financial advisor Tampa FL
Douglas E. Wilkinson
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
Similar Advisors
Carl von dem Bussche, Sr., financial advisor Tampa FL
Carl F. von dem Bussche, Sr.
CRD# 843581
Financial Guidance Group, Inc.
Company Name Location Dates Years
Calton & Associates, Inc. Plano, TX Jun 2016 - Current 7
First Financial Services Group Plano, TX Apr 2015 - Current 8
Vsr Advisory Services Overland Park, KS Aug 2007 - Jun 2016 8
Vsr Financial Services Inc. Overland Park, KS Jun 2002 - Jun 2016 14
Wealth Preservation Consultants LLC Plano, TX Mar 2014 - Apr 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1988
S65 NASAA Investment Advisors Law Examination May 2017
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for M F Long
Phone Number: 813-264-0440
Firm Website: http://www.calton.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,059
    MILLIONS
  • Total Number of Accounts
    6,846
    ACCOUNTS
  • Average Account Value
    $154,702
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from M F Long and other advisors.
BADGES

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.