Unclaimed
Randy Long is an investment advisor representative registered with Apricity Financial, LLC. Randy is licensed in Mississippi and Texas and has been in the industry since 2007. Randy holds the Series 65 license and focuses on providing financial planning and portfolio management services. Randy has a strong background in banking and financial services, and has experience working with high-net-worth individuals, businesses, and retirement plans. Randy offers a variety of services, including portfolio management, financial planning, and investment advisory. Randy is committed to providing his clients with personalized financial advice that is tailored to their individual needs.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MS
09/09/2024 - Present
Apricity Financial, LLC (Hernando MS)
IA
Issued 07/21/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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