David John Long

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/2016 → 07/2018
  Raymond James Financial Services, Inc.
  St. Petersburg, FL
• 08/2016 → 07/2018
  Raymond James Financial Services Advisors Inc.
  St. Petersburg, FL
• 07/2018 → Present
  Raymond James & Associates, Inc
  Worcester, MA

Previous Registrations

• 2016-08-16 → 2018-07-19
  Raymond James Financial Services Advisors, Inc
  St. Petersburg, FL
• 2011-05-06 → 2016-06-06
  Raymond James & Associates, Inc.
  St. Petersburg, FL
• 2009-08-20 → 2011-04-25
  Raymond James Financial Services Advisors, Inc
  St. Petersburg, FL

Other Businesses

(1)Name of Business: Address: 671 Salisbury St, Worcester, MA, 01609, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 06/24/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will be taking photographs and selling the image for a fee. Depending on the work being conducted, I may also charge an hourly rate for my time. At a later date, if I begin generating enough business and interest, I intend to establish a single-owner Limited Liability Company. Prior to engaging in establishing an LLC, I will take the appropriate steps to update my OBA for preapproval.

Exams

• S66 Uniform Combined State Law Examination
  2008-12-23