Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Drummond Long is a financial advisor with Raymond James Financial Services Advisors, Inc. Richard has been working in the financial industry since 1991. Richard is licensed to offer financial services in various states including California, Colorado, Delaware, District of Columbia, Florida, Illinois, Kentucky, Maine, Maryland, New Jersey, New York, North Carolina, Ohio, South Carolina, Tennessee, Texas, Virginia, and West Virginia. Richard has expertise in a range of financial services, including retirement planning, investment management, financial planning, pension consulting, and educational seminars. Richard is dedicated to helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
VA
06/04/2009 - Present
Raymond James Financial Services Advisors, Inc. (Alexandria VA)
VA
02/21/2006 - 06/04/2009
CITIGROUP GLOBAL MARKETS INC. (ALEXANDRIA VA)
MD
01/21/1997 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
05/09/1991 - 01/21/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MD
07/02/1996 - 07/12/1996
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 10/06/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/14/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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