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Brandon A. Long
KESTRA PRIVATE WEALTH SERVICES
Powdersville, SC 29611
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CRD#: 6955453
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Professional summary
Brandon Alexander Long, CFP® is a registered financial advisor currently at KESTRA PRIVATE WEALTH SERVICES, LLC located in Powdersville, South Carolina and KESTRA INVESTMENT SERVICES, LLC located in Powdersville, South Carolina.
Brandon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Brandon has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Business Name: REI VENTURES LLC POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2024 ADDRESS: 115 Woodson St, Powdersville SC 29611 DESCRIPTION: I own 100% of the building. Kestra pays me a market rate lease for the space I occupy. I will lease the other side of the building once a tenant is identified. Business Name: PROVISTA WEALTH ADVISORS POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/16/2024 ADDRESS: 115 Woodson St, Suite B, Powdersville SC 29611 DESCRIPTION: A fin adv that operates a separate office as part of the Provista Wealth Advisor name. Business Name: CONNECT POWDERSVILLE POSITION: Board Member NATURE: Board position INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 12/01/2020 ADDRESS: 38 Halter Rd, Piedmont SC 29673 DESCRIPTION: I am responsible for the logistics of layout of food trucks, crafter vendors, kids area, stages and parking. Business Name: PROVISTA POWDERSVILLE, LLC POSITION: Owner NATURE: my S-corp for tax purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/16/2024 ADDRESS: 115 Woodson St, Suite B, Powdersville SC 29611, United States DESCRIPTION: This is my S-corp for tax purposes of my income relating to Provista Wealth Advisor services paid by Kestra. Also may receive referral fees from renewable energy tax credits and tax solutions.. Business Name: WOODLAND CONSTRUCTION LLC POSITION: Owner NATURE: Construction Company INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/27/2017 ADDRESS: 228 Jackson Drive, Piedmont SC 29673, United States DESCRIPTION: I own the company as a requirement to keep my Commercial Construction license. Business Name: CARRIBOU POSITION: Advisor NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2025 ADDRESS: 115 Woodson St, Suite B, Powdersville SC 29611, United States DESCRIPTION: I will get the client set up with Caribou Wealth where the client will complete a questionnaire and then we will receive a health insurance analysis and comparison between different options and providers so the client will be better informed with their options. I will not be selling the insurance, the client will then have to go find an agent who can establish that health insurance plan for them.
CRS (Client Relationship Summary) - RIA
Click below to view Brandon Alexander 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®
CFP®
Start date: 2022
Experience
Current
October 16, 2024 - Present
KESTRA PRIVATE WEALTH SERVICES, LLC
Office #1: 115 Woodson Street Suite B, Powdersville, SC 29611RIA
CRD#: 155193
Powdersville, SC
Current
October 16, 2024 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 115 Woodson St Suite B, Powdersville, SC 29611BD
CRD#: 42046
Powdersville, SC
Past
August 3, 2018 - October 21, 2024
EDWARD JONES
RIA
CRD#: 250
Powdersville, SC
Past
July 12, 2018 - October 21, 2024
EDWARD JONES
BD
CRD#: 250
Powdersville, SC
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".
KP
KESTRA PRIVATE WEALTH SERVICES, LLC
1626 WEALTH MANAGEMENT | WOODS ASSET MANAGEMENT | WASHINGTON WEALTH MANAGEMENT, LLC | WASHINGTON WEALTH MANAGEMENT | VINTAGE WEST CAPITAL MANAGEMENT | TIGER WEALTH MANAGEMENT | STONE BEACON CAPITAL | STEVEN POLLACK & ASSOCIATES | SELECT WEALTH ADVISERS | SADE GROUP PRIVATE WEALTH MANAGEMENT | PSM PRIVATE WEALTH MANAGEMENT | PROSPERITY POINT WEALTH MANAGEMENT | POINT WEST INVESTMENT SOLUTIONS | PACILIO WEALTH MANAGEMENT | PACIFIC POINT ASSET MANAGEMENT | OVERLAKE PARTNERS | MIDDLEBURG WEALTH MANAGEMENT | MARTUCCI ADAMS WEALTH ADVISORS | LANGLEY PACIFIC PARTNERS | KIMBALL CREEK PARTNERS | KESTRA PRIVATE WEALTH SERVICES, LLC | JC WEST & ASSOCIATES | INTRINSIC WEALTH ADVISORS | FREEDOM POINTE WEALTH ADVISORS | FIRST POINT FINANCIAL MANAGEMENT | DOMARI WEALTH MANAGEMENT | DJH FINANCIAL SERVICES | DICKINSON GRAHAM CAPITAL MANAGEMENT | DESIGNS OF FAUQUIER COUNTY | CALIFORNIA WEALTH TRANSITIONS | BARBER INVESTMENT PARTNERS | AVION ASSET MANAGEMENT
CRD#: 155193 / SEC#: 801-71936
RIA
Registered Investment Advisory firm - (11/22/2010 Approved)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(10/16/2024)
RR
California(10/16/2024)
RR
Florida(10/16/2024)
RR
Georgia(10/16/2024)
RR
North Carolina(11/1/2024)
RR
South Carolina(10/16/2024)
IAR
South Carolina(10/16/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KP
KESTRA PRIVATE WEALTH SERVICES, LLC
1626 WEALTH MANAGEMENT | WOODS ASSET MANAGEMENT | WASHINGTON WEALTH MANAGEMENT, LLC | WASHINGTON WEALTH MANAGEMENT | VINTAGE WEST CAPITAL MANAGEMENT | TIGER WEALTH MANAGEMENT | STONE BEACON CAPITAL | STEVEN POLLACK & ASSOCIATES | SELECT WEALTH ADVISERS | SADE GROUP PRIVATE WEALTH MANAGEMENT | PSM PRIVATE WEALTH MANAGEMENT | PROSPERITY POINT WEALTH MANAGEMENT | POINT WEST INVESTMENT SOLUTIONS | PACILIO WEALTH MANAGEMENT | PACIFIC POINT ASSET MANAGEMENT | OVERLAKE PARTNERS | MIDDLEBURG WEALTH MANAGEMENT | MARTUCCI ADAMS WEALTH ADVISORS | LANGLEY PACIFIC PARTNERS | KIMBALL CREEK PARTNERS | KESTRA PRIVATE WEALTH SERVICES, LLC | JC WEST & ASSOCIATES | INTRINSIC WEALTH ADVISORS | FREEDOM POINTE WEALTH ADVISORS | FIRST POINT FINANCIAL MANAGEMENT | DOMARI WEALTH MANAGEMENT | DJH FINANCIAL SERVICES | DICKINSON GRAHAM CAPITAL MANAGEMENT | DESIGNS OF FAUQUIER COUNTY | CALIFORNIA WEALTH TRANSITIONS | BARBER INVESTMENT PARTNERS | AVION ASSET MANAGEMENT
CRD#: 155193 / SEC#: 801-71936
RIA
Registered Investment Advisory firm - (11/22/2010 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
198
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 27,816 |
| AUM (Assets Under Management) | $ 10,210,576,595 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
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.
Company Information
KESTRA PRIVATE WEALTH SERVICES, LLC
CRD#: 155193Powdersville, SC 29611TRUST BUT VERIFY
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