Bradley J. Long
Professional summary
Bradley Jay Long, ChFC® is a registered financial advisor currently at FINANCIAL & ESTATE ADVISORS, INC located in Woodinville, Washington and UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER located in Woodinville, Washington.
Bradley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Bradley has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bradley Jay Long's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 14, 2002 - Present
FINANCIAL & ESTATE ADVISORS, INC
August 7, 2009 - Present
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
Office #1: 15845 Ne 165th St, Woodinville, WA 98072October 31, 2005 - August 11, 2009
OSAIC SERVICES, INC.
May 12, 2000 - October 31, 2005
SUNAMERICA SECURITIES, INC.
March 6, 1998 - May 2, 2000
LONDON PACIFIC SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/7/2009)
(8/11/2009)
(6/21/2022)
(8/7/2009)
(3/31/2023)
(9/25/2020)
(8/7/2009)
(1/14/2002)
(8/7/2009)
Exams
FINRA
Current Firm
FINANCIAL & ESTATE ADVISORS, INC
CRD#: 119062 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 155 |
| AUM (Assets Under Management) | $ 54,300,737 |
Red Flags
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