Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Long is an investment advisor representative with United Capital Financial Advisors. Timothy has been in the industry since 2001 and holds Series 6, 63, and 65 licenses. Timothy specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, selection of other advisors and publication of periodicals. Timothy also offers investment advisory services to other investment advisors.
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.
Sub-adviser for other investment advisers
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.
1
2
AR
05/15/2015 - Present
United Capital Financial Advisors (LITTLE ROCK AR)
AR
04/26/2006 - 08/17/2009
FIRST COMMAND FINANCIAL PLANNING, INC. (N. LITTLE ROCK AR)
TX
05/15/2001 - 11/30/2005
FIRST COMMAND FINANCIAL PLANNING, INC. (FORT WORTH TX)
IA
Issued 04/11/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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