Jeremy Long is a registered investment advisor at LPL Financial LLC, based in Brentwood, TN, with 11 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
5115 Maryland Way, STE 314, Brentwood, TN, 37027
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeremy operates under several DBAs and LLCs, including Visionary Horizons and Visionary Horizons Wealth Management, related to his LPL business and registered investment advisory services. He dedicates about a quarter of his time to Visionary Horizons LLC, providing investment advisory services.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Visionary Horizons, LLC
Previous Registrations
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.Broker
Fifth Third Securities, INC.Broker
State Registrations5 states
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