Ellen Long (CRD# 6319305) is an Investment Advisor Representative working at Long Family Office in Wilmington, NC and has over 10 years of experience in the finance industry.
CRD# 5248339
Tilia Fiduciary Partners, Inc.
CRD# 5582433
Old North State Wealth Management, LLC
CRD# 5191257
Bankers Life Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Long Business Advisors | Wilmington, NC | Aug 2015 - Current | 8 |
| Long Investment Advisory, Inc. | Wilmington, NC | Apr 2013 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2014 |
- NC
-
Total Assets Under Management40MILLIONS
-
Total Number of Accounts143ACCOUNTS
-
Average Account Value$277,628
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, NC
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