RL
RL

Randall Craig Long

42 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10087 advisors
Number of Clients
584,487 clients
Average Client Portfolio
$280K average
Assets Under Management
$163.8B

Fee Structure

Minimum Investment:$5K
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Location

280 N Old Woodward Ave Ste 100, Birmingham, MI, 48009

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Randall is involved in various business activities, including insurance sales through multiple companies, actuarial consulting, real estate investments, and charitable work. He dedicates about a quarter of his time to insurance sales and related activities, and a significant amount of time to his advisory businesses.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 8 mos
Cetera Advisors LLCBroker
September 2022 - Present · 3 yrs 5 mos
Sageview Private Client Group, LLC
March 2016 - Present · 9 yrs 11 mos
Sageview Advisory Group, LLC
September 2003 - Present · 22 yrs 5 mos
Cetera Wealth Services, LLCBroker
October 1991 - Present · 34 yrs 4 mos
Previous Registrations
First Allied Securities, INC.Broker
October 2021 - September 2022 · 11 mos
Sageview Private Client Group, LLC
February 2015 - December 2015 · 10 mos
Sortino Investment Management, LLC
January 2007 - July 2007 · 6 mos
Cetera Advisor Networks LLC
July 1997 - June 2023 · 25 yrs 11 mos
American Express Financial Advisors INC.Broker
July 1989 - January 1990 · 6 mos
Ids Life Insurance CompanyBroker
July 1989 - January 1990 · 6 mos
Mutual Service CorporationBroker
May 1988 - October 1991 · 3 yrs 5 mos
Integrated Resources Equity CorporationBroker
October 1983 - August 1989 · 5 yrs 10 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.