Gayle Long is a registered investment advisor at Osaic Wealth, INC., based in Wailuku, HI, with 43 years of industry experience. Gayle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1412 Kakae Place, Wailuku, HI, 96793
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gayle is an advisor at Southland Equity Partners, dedicating about 10-20% of their time to investment management. Gayle also owns Long Financial Services and works as an insurance producer under Gayle Long Insurance Producer, spending a few hours per week servicing clients and providing quotes for life, disability, and long-term care insurance.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Southland Equity Partners, LLC.
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
NationssecuritiesBroker
Nationsbanc Securities, INC.Broker
Fsc Securities CorporationBroker
Ags Securities CorporationBroker
Prudential-Bache Securities INC.Broker
E. F. Hutton & Company INCBroker
Clayton Brokerage CO. of St. Louis, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.