Linda S. Long
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Linda Sue Long, who also goes by Linda Long Barnett, Linda Long Burnett, was a registered financial professional .
Linda is a previously registered financial professional and started their career in finance in 1982. Linda had worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 17, 2021 - January 28, 2022
TRUIST ADVISORY SERVICES, INC.
February 17, 2021 - January 28, 2022
TRUIST INVESTMENT SERVICES, INC.
January 2, 2013 - February 17, 2021
BB&T SECURITIES, LLC
January 2, 2013 - February 17, 2021
BB&T SECURITIES, LLC
October 19, 2012 - January 2, 2013
SCOTT & STRINGFELLOW, LLC
October 1, 2012 - January 2, 2013
SCOTT & STRINGFELLOW, LLC
June 1, 2009 - October 19, 2012
MORGAN STANLEY
June 1, 2009 - October 19, 2012
MORGAN STANLEY
April 2, 2007 - June 1, 2009
MORGAN STANLEY & CO. LLC
April 2, 2007 - June 1, 2009
MORGAN STANLEY & CO. LLC
August 30, 1999 - April 2, 2007
MORGAN STANLEY DW INC.
May 11, 1999 - April 2, 2007
MORGAN STANLEY DW INC.
August 21, 1997 - May 27, 1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
November 2, 1994 - June 9, 1997
FIRST UNION BROKERAGE SERVICES, INC.
March 23, 1987 - May 11, 1987
DOMINION INVESTMENT BANKING, INC.
March 22, 1983 - April 8, 1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 30, 1982 - June 15, 1982
GLEACHER & COMPANY SECURITIES, INC.
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
