RL
Randall C. Long
SAGEVIEW ADVISORY GROUP
Newport Beach, CA 92660
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CRD#: 1147693
RL
Professional summary
Randall Craig Long, who also goes by Randy Long, is a registered financial advisor currently at SAGEVIEW ADVISORY GROUP, LLC located in Newport Beach, California and SAGEVIEW PRIVATE CLIENT GROUP, LLC located in Newport Beach, California.
Randall is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Randall has worked at 11 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Randy Long
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) VARIOUS INSURANCE COMPANIES LIFE INSURANCE SALES - SELF EMPLOYED - 20 YEARS - 5-10 HRS A MONTH, AGENT I SELL TERM, WHOLE LIFE, UNIVERAL LIFE, HEALTH INSURANCE, LONG TERM CARE; (2) SAGEVIEW INSURANCE SERVICES, INC.; INV REL: NO; SAME AS BRANCH; INSURANCE SALES; PRESIDENT SINCE: 11/2010; 40 HRS PER MONTH, 32.5 HRS DURING TRADING; OFFERS INSURANCE PRODUCTS (3) SAGEVIEW FOUNDATION; INV REL: NO; SAME AS BRANCH; NON-PROFIT AGENCY/CHARITY; PRESIDENT; HRS PER MONTH: 20; HANDLES NON-PROFIT CHARITABLE DONATIONS (4) SAGEVIEW RPC; INV REL: NO; SAME AS BRANCH; THIRD PARTY ADMINISTRATOR; HRS PER MONTH: 20 ; TPA CONSULTING (5) SAGEVIEW CONSULTING GROUP, LL; INV REL: NO; 4421 COX ROAD, GLEN ALLEN, VA 23060; ACTUARIAL CONSULTING; OWNER; SINCE: 01/2010; HRS PER MONTH: 25-40; RESPONSIBLE FOR ACTUARIAL CONSULTING (6) RANDALL & MARY LONG; INV REL: NO; ADDRESS: N/A; RENTAL PROPERTY- SINGLE FAMILY HOMES; SINCE: 10/2012; HRS PER WEEK: 2; HRS DURING TRADING: 2; OWNER (7) FAMILY TRUST; INV REL: NO; SAME AS RESIDENTIAL ADDRESS; FAMILY TRUST; SINCE: 7/2014; TRUSTEE HRS PER WEEK: 0, NONE DURING TRADING HOURS; CO-TRUSTEE; (8) SUNRIPE FARM; INV REL: NO; 1920 MAIN STREET SUITE 800, IRVINE, CA 92614; FARMING IN RWANDA; SINCE: 01/2017; POSITION: NONE; HRS PER WEEK: 1; HRS DURING TRADING: 1; FUNDING AND DEVELOPING FARM IN RWANDA; (9) ARROWHEAD LAKE RETREAT, LLC; INV REL: NO; 370 KALAMATH DRIVE, LAKE ARROWHEAD, CA 92352; RENTAL / INVESTMENT PROPERTY; SINCE: 04/2018; OWNER; HRS PER WEEK: 1; HRS DURING TRADING: 1; DUTIES: NONE; (10) SUNDARA 4V, LLC; INV REL: NO; 1000 RUSK RD, ROUND ROCK, TX 78665; PROPERTY INVESTMENT / SENIOR LIVING; SINCE: 08/2017; EQUITY OWNER; HRS PER WEEK: 1; HRS DURING TRADING: 1; EQUITY OWNERSHIP; (11) SAGEVIEW ADVISORY GROUP; INV REL: YES; SAME AS REGISTERED LOCATION; ADVISORY BUSINESS; PARTNER/OWNER; SINCE 08/2008; 40 HRS PER WEEK, 32.5 DURING TRADING; ASSET MANAGEMENT; (12) SAGEVIEW PRIVATE CLIENT GROUP, INV REL: YES; SAME AS REGISTERED LOCATION; ADVISORY BUSINESS; IAR; SINCE 03/2021; 40 HRS PER WEEK, 32.5 DURING TRADING; ASSET MANAGEMENT; (13) TITAN ASSET HOLDINGS, INC.; INV REL: NO; STATE OF TENNESSEE; CAPTIVE INSURANCE COMPANY OWNERSHIP; SINCE: 12/2018; SHAREHOLDER; HOURS PER WEEK: NONE; DUTIES: NONE; (14) SAGEVIEW WEALTH MGMT; INV REL: YES; 1920 MAIN STREET STE 800, IRVINE, CA 92614; WEALTH MANAGEMENT; SINCE: 08/2019; CEO / OWNER; HRS PER WEEK: 5, DURING TRADING HRS, OVERSEE WEALTH MANAGEMENT ACTIVITY CONDUCTED BY IAR'S REGISTERED THROUGH SAGEVIEW RIA; (15) SOUTHWIND, LTD: INV REL: NO; 2100 KILGORE RD, BAYTOWN, TX, 77523; REAL ESTATE/APARTMENT INVESTMENT; SINCE 2019; PARTNER; LESS THAN ONE HOUR PER WEEK, NOT DURING TRADING HRS; PASSIVE INVESTMENT. (16) SAGE IRA, INV REL: YES; SAME AS REGISTERED LOCATION; PLATFORM OFFERED BY IRA LOGIX; SINCE 12/2019; 1 HOUR PER WEEK, DURING TRADING HOURS; TOOL TO UTILIZE AS AN IRA SOLUTION; (17) INTEGRITY IRA, INV REL: YES; SAME AS REGISTERED LOCATION; PLATFORM OFFERED BY IRA LOGIX; SINCE 02/2021; 1 HOUR PER WEEK, DURING TRADING HOURS; TOOL TO UTILIZE AS AN IRA SOLUTION;
CRS (Client Relationship Summary) - RIA
Click below to view Randall Craig Long's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 22, 2003 - Present
SAGEVIEW ADVISORY GROUP, LLC
Office #1: 4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660RIA
CRD#: 126777
Newport Beach, CA
Current
March 25, 2016 - Present
SAGEVIEW PRIVATE CLIENT GROUP, LLC
Office #1: 4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660RIA
CRD#: 134997
Newport Beach, CA
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 280 N Old Woodward Ave Ste 100, Birmingham, MI 48009Office #2: 4000 Mac Arthur Blvd, Suite 1050, Newport Beach, CA 92660Office #3: 3355 Cochran St Ste 100, Simi Valley, CA 93063RIA
CRD#: 105644
BIRMINGHAM, MI
Current
October 15, 1991 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 4000 Mac Arthur Blvd, Suite 1050, Newport Beach, CA 92660BD
CRD#: 13572
Newport Beach, CA
Current
September 8, 2022 - Present
CETERA ADVISORS LLC
Office #1: 280 N Old Woodward Ave Ste 100, Birmingham, MI 48009BD
CRD#: 10299
BIRMINGHAM, MI
Past
October 19, 2021 - September 8, 2022
FIRST ALLIED SECURITIES, INC.
BD
CRD#: 32444
BLOOMFIELD HILLS, MI
Past
February 13, 2015 - December 31, 2015
SAGEVIEW PRIVATE CLIENT GROUP, LLC
RIA
CRD#: 134997
IRVINE, CA
Past
January 4, 2007 - July 3, 2007
SORTINO INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 141607
HERMOSA BEACH, CA
Past
July 8, 1997 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
NEWPORT BEACH, CA
Past
July 31, 1989 - January 22, 1990
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
July 31, 1989 - January 22, 1990
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Past
May 24, 1988 - October 29, 1991
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
BOSTON, MA
Past
October 19, 1983 - August 10, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
BD
CRD#: 6403
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
SAGEVIEW ADVISORY GROUP, LLC
401K BFS GROUP, LLC | SAGEVIEW RETIREMENT PLAN CONSULTANTS, INC. | SAGEVIEW GLOBAL PENSIONS, LLC | SAGEVIEW ADVISORY GROUP, LLC | RELATIONAL ADVISORS
CRD#: 126777 / SEC#: 801-64265
RIA
Registered Investment Advisory firm - (5/31/2005 Approved)California
Registered Investment Advisory firm - (6/7/2005 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(7/13/1999)
RR
Alaska(3/11/2020)
RR
Arizona(11/15/1995)
RR
Arkansas(7/15/1999)
RR
California(10/21/1991)
IAR
California(9/22/2003)
RR
Colorado(9/18/1995)
RR
Connecticut(7/13/1999)
RR
Delaware(7/13/1999)
RR
District of Columbia(7/15/1999)
RR
Florida(7/14/1999)
RR
Georgia(7/26/1999)
RR
Hawaii(10/8/1999)
RR
Idaho(10/29/1998)
RR
Illinois(7/11/1996)
RR
Indiana(7/1/1999)
RR
Iowa(7/13/1999)
RR
Kansas(7/9/1999)
RR
Kentucky(7/14/1999)
RR
Louisiana(7/9/1999)
RR
Maine(7/16/1999)
RR
Maryland(7/13/1999)
RR
Massachusetts(7/21/1999)
RR
Michigan(7/12/1999)
IAR
Michigan(6/2/2025)
RR
Minnesota(7/13/1999)
RR
Mississippi(7/13/1999)
RR
Missouri(11/16/1998)
RR
Montana(7/12/1999)
RR
Nebraska(7/15/1999)
RR
Nevada(9/25/1995)
RR
New Hampshire(7/12/1999)
RR
New Jersey(7/23/1999)
RR
New Mexico(7/16/1999)
RR
New York(10/2/1996)
RR
North Carolina(9/20/1995)
RR
North Dakota(7/19/1999)
RR
Ohio(9/28/1998)
RR
Oklahoma(7/9/1999)
RR
Oregon(7/12/1999)
RR
Pennsylvania(7/13/1999)
RR
Puerto Rico(2/2/2018)
RR
Rhode Island(7/13/1999)
RR
South Carolina(9/25/1995)
RR
South Dakota(7/28/1999)
RR
Tennessee(7/19/2016)
RR
Texas(11/3/1998)
IAR
Texas(6/29/2023)
RR
Utah(9/22/1995)
RR
Vermont(7/19/1999)
RR
Virginia(7/13/1999)
RR
Washington(9/27/1995)
RR
West Virginia(7/13/1999)
RR
Wisconsin(7/13/1999)
RR
Wyoming(7/14/1999)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
SA
SAGEVIEW ADVISORY GROUP, LLC
401K BFS GROUP, LLC | SAGEVIEW RETIREMENT PLAN CONSULTANTS, INC. | SAGEVIEW GLOBAL PENSIONS, LLC | SAGEVIEW ADVISORY GROUP, LLC | RELATIONAL ADVISORS
CRD#: 126777 / SEC#: 801-64265
RIA
Registered Investment Advisory firm - (5/31/2005 Approved)California
Registered Investment Advisory firm - (6/7/2005 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660
Mailing Address
Phone number
(800) 814-8742
Established
Firm type
Fiscal year end
# of Employees
248
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 13,295 |
| AUM (Assets Under Management) | $ 238,552,018,915 |
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.
