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Colby Burnette Long

Investment adviser representative at Private Advisor Group, LLC
10 yearsExperience
1 stateRegistered in
$57.7BFirm assets
15 yearsFirm in business

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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 feeOther

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

10 years in the industry.

  1. Private Advisor Group, LLCMar 2023 to now
  2. LPL Financial LLCMar 2023 to now
  3. Minnesota Life Insurance CompanyJun 2020 to Mar 2023
  4. Securian Financial ServicesMay 2020 to Mar 2023
  5. Shoemaker FinancialMay 2020 to Mar 2023
  6. The Well CoffeehouseMay 2019 to Apr 2020
  7. Walnut Grove United Methodist ChurchJul 2018 to Aug 2019
  8. The Well CoffeehouseJul 2016 to Jul 2018

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 1 state (TN).

Private Advisor Group, LLC

$57.7BAssets managed
170,206Clients
919Advisers
15 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
7259613
Firm CRD
155216
Advisor's SEC record (opens in a new tab)
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