Craig Long, financial advisor Atlanta GA

Craig Long

CRD Number: 1406115
Current Firm: Cetera Investment Advisers LLC

Craig Long (CRD# 1406115) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Atlanta, GA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Avantax Investment Services Atlanta, GA Jan 2024 - Current < 1
Cetera Investment Advisers LLC Schaumburg, IL Mar 2023 - Current 1
Cetera Adviser Networks LLC Atlanta, GA Aug 2018 - Current 5
Cetera Advisors LLC Denver, CO Aug 2018 - Current 5
Cetera Financial Specialists LLC Schaumburg, IL Aug 2018 - Current 5
Summit Brokerage Services, Inc. Boca Raton, FL Aug 2018 - Current 5
Cetera Investment Services LLC Saint Cloud, MN Aug 2018 - Current 5
First Allied Securities, Inc. (fasi) San Diego, CA Aug 2018 - Sep 2022 4
Synovus Securities, Inc. Atlanta, GA Dec 2016 - Aug 2018 1
Globalt Investments (168405) Atlanta, GA Dec 2016 - Aug 2018 1
Lpl Financial Charlotte, NC Dec 2014 - Nov 2016 1
Suntrust Investment Services, Inc. Atlanta, GA Aug 2014 - Dec 2014 < 1
Aig Life And Retirement Atlanta, GA Apr 2013 - Aug 2014 1
Fsc Securities Corporation, Inc. Atlanta, GA Sep 2006 - Aug 2014 7
Royal Alliance Associates, Inc. New York, NY Sep 2006 - Aug 2014 7
Sagepoint Financial, Inc. Phoenix, AZ Sep 2006 - Aug 2014 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1993
S65 NASAA Investment Advisors Law Examination Mar 1999
Contact Info for Craig M. Long
Phone Number: 310-257-7880
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    104,469
    MILLIONS
  • Total Number of Accounts
    423,554
    ACCOUNTS
  • Average Account Value
    $246,648
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription 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)
  • Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY

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