Christopher C Long
CFP®Professional Summary
Christopher C Long, CFP®, who also goes by Chris Long, is a registered financial advisor currently at LONG FINANCIAL PLANNING located in Chicago, Illinois. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Christopher has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Investment Management
- Financial Planning
- Business Services
- Retirement Planning
- Cashflow & Budgeting
Biography
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css); About Chris Long, CFP® NAPFA Registered Financial AdvisorTM Formal Education BA Yale University MBA Stanford University Designations Certified Financial Planner ® (CFP®) NAPFA Registered Financial AdvisorTM Long & Associates is a Registered Investment Advisor Affiliations National Association of Personal Financial Advisors (NAPFA) Served as National Board Member Served as Midwest Region Chair, President Chair of first NAPFA Investments Conference Chicago Study Group LeaderVistage International — Voted Member of the Year, 2008 by his...
Other Aliases
Chris Long
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
24 years in the financial services industry
Current & Past Employments
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Current Firm
LONG & ASSOCIATES LLC | LONG FINANCIAL PLANNING
Contact Information
Main Address
Chicago, ILPhone Number
(312) 373-9265# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
186AUM (Assets Under Management)
$50,566,772Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(7/12/2002)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Christopher C Long's CRS (Customer Relationship Summary).
Services Offered by Christopher
- Investment Management
- Financial Planning
- Business Services
- Retirement Planning
- Cashflow & Budgeting
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