Colby Burnette Long

Employer firm

Private Advisor Group, LLC CRD 155216

$44.3B regulatory AUM 1,033 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2020 → 03/2023
  Shoemaker Financial
  Brentwood, TN
• 06/2020 → 03/2023
  Securian Financial Services
  Saint Paul, MN
• 06/2020 → 03/2023
  Minnesota Life Insurance Company
  Saint Paul, MN
• 05/2019 → 04/2020
  The Well Coffeehouse
  Nashville, TN
• 07/2018 → 08/2019
  Walnut Grove United Methodist Church
  Cottontown, TN
• 07/2016 → 07/2018
  The Well Coffeehouse
  Nashville, TN
• 05/2020 → 06/2020
  Securian Financial Services
  Saint Paul, MN
• 05/2020 → 06/2020
  Shoemaker Financial
  Brentwood, TN
• 03/2023 → Present
  Lpl Financial Llc
  Mount Juliet, TN
• 03/2023 → Present
  Private Advisor Group, Llc
  Morristown, NJ

Previous Registrations

• 2020-09-04 → 2023-03-09
  Securian Financial Services, Inc.
  Brentwood, TN

Other Businesses

1) 03/2023 - EPM Financial LLC - DBA for LPL Business (entity for LPL business) - Inv. Related - Mt. Juliet TN 2) 3/14/2023 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Start Date - 03/09/2023 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 03/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 12/13/2024 - Oakley CPA, PLLC - Non Investment Related - Outside/W-2 Employment - Nashville TN - Start Date: 12/16/2024 - 10 Hrs/Mth - 0 Hrs During Trading

Exams

• S66 Uniform Combined State Law Examination
  2020-08-31