Charles Hampton Long
Investment adviser representative at UBS Financial Services Inc.
14 yearsExperience
2 statesRegistered in
$915.8BFirm assets
55 yearsFirm in business
Are you Charles Hampton Long? Claim your profile
Contact this firm
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
14 years in the industry.
- UBS Financial Services Inc.Jan 2025 to now
- The Vanguard Group, IncJun 2023 to Dec 2024
- Shannopin Country ClubMay 2022 to Aug 2022
- ShenanigansJun 2021 to Jan 2022
- Ace HardwareMar 2020 to Sep 2020
- Sewanee-university of the SouthAug 2019 to May 2023
- UnemployedAug 2018 to Jul 2019
- Methodist ChurchMay 2018 to Aug 2018
- UnemployedJun 2012 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
UBS Financial Services Inc.
$915.8BAssets managed
1,144,588Clients
9,366Advisers
55 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
- 7749090
- Firm CRD
- 8174