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Randy Long

Apricity Financial, LLC

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About Randy Long

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.

Firm Information

Randy Long is currently registered with Apricity Financial, LLC. Apricity Financial, LLC is an investment advisor registered with the SEC that provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and pension plans. The firm manages approximately $93.4 million in assets, including $75.4 million in discretionary assets, for 182 clients. The firm's website is https://apricity-advisors.com/.

$93.43M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Randy Long’s Registration & Firm History

MS

09/09/2024 - Present

Apricity Financial, LLC (Hernando MS)

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Licenses & Designations

IA

Issued 07/21/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Randy Long.
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