Brad Christopher Long
Investment adviser representative at Raymond James Financial Services Advisors, Inc
25 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$390BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
25 years in the industry.
- Raymond James Financial Services Advisors, IncJan 2009 to now
- Insurance - Non VariableDec 2006 to now
- Independent Insurace Sales AgentJan 2005 to now
- Self-employed Tax PreparerJan 2005 to now
- Brad LongSep 2002 to now
- Self-employed Business ConsultantSep 2002 to now
- Raymond James Financail Services, Inc.Oct 2001 to now
- Long Financial ServicesOct 2001 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2002
- Series 63 · Uniform Securities Agent State Law2003
State registrations
Registered as an investment adviser representative in 1 state (MD).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4466605
- Firm CRD
- 149018