Kenneth Long (CRD# 6473585) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Greenville, SC and has over 9 years of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 4456936
Apex Capital Management LLC
CRD# 6162753
Brookstone Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Bank, Ssb | Greenville, SC | Nov 2023 - Current | < 1 |
| Charles Schwab And Company, Inc. | Greenville, SC | Dec 2022 - Current | 1 |
| Td Ameritrade | Greenville, SC | Nov 2018 - Dec 2022 | 4 |
| Fidelity Personal And Workplace Advisors | Boston, MA | Jul 2018 - Nov 2018 | < 1 |
| Fidelity Brokerage Services LLC | Durham, NC | Mar 2015 - Nov 2018 | 3 |
| Zeiders Enterprises | Woodbridge, VA | May 2013 - Nov 2018 | 5 |
| Fidelity Investments | Raleigh, NC | Jan 2015 - Mar 2015 | < 1 |
| Personal Financial Network, Inc. | Raleigh, NC | Aug 2002 - Dec 2014 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2015 |
- SC
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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