Perry Steven Long

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 12/2006 → 11/2018
  Questar Capital Corporation
  Minneapolis, MN
• 04/2006 → 11/2018
  Questar Asset Management
  Minneapolis, MN
• 11/2018 → Present
  Securities America, Inc.
  Maple Grove, MN
• 11/2018 → Present
  Securities America Advisors
  Maple Grove, MN
• 07/2021 → Present
  Arbor Point Advisors
  Maple Grove, MN
• 06/2024 → Present
  Lpl Financial Llc
  Maple Grove, MN

Previous Registrations

• 2021-07-23 → 2024-06-06
  Arbor Point Advisors
  Maple Grove, MN
• 2018-11-09 → 2022-01-31
  Securities America Advisors, Inc.
  Maple Grove, MN
• 2013-12-05 → 2018-11-15
  Questar Asset Management, Inc.
  Minneapolis, MN
  Maple Grove, MN
• 2004-01-02 → 2006-05-22
  Usallianz Securities, Inc.
  Brainerd, MN
  New Hope, MN
  New Hope, MN
  Littleton, CO
• 2003-07-14 → 2003-12-31
  Sunamerica Securities, Inc.
  Minneapolis, MN

Other Businesses

1) 05/22/2024 - Long Range Financial, Inc. - Non-Variable Insurance - Selling: Life, Health, Disability, Long Term Care, Fixed Annuities - MN 55369 - Investment related - 10 Hours per month - Start date: 12/15/2003. 2) 05/22/2024 - Photographer - Outside/W-2 Employment - part time Photographer - MN 55428 - Non investment related - 5 Hours per month - Start date: 10/19/2020. 3) 05/22/2024 - Long Range Financial, Inc. - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 120 Hours per month. 4) 06/03/2024 - Long Range Divorce Financial Analysts, Inc. - Business Owner - Divorce Mediation services - MN 55369 - Non investment related - 10 Hours per month - Start date: 10/01/2010.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-06
• S63 Uniform Securities Agent State Law Examination
  1991-06-28

Designations

• Certified Financial Planner