Bradley J. Long

Further information about Bradley J. Long:

Brad draws from over 18 years of experience and knowledge in the estate and financial planning profession. His experiences and responsibilities over this period have built a foundation that allows him to bring value to his clients and their families.

Brad's services focus on the areas of portfolio management, investment asset allocation, estate planning and family wealth management. His clients are primarily business owners, pre-retirees and retired individuals and couples who are looking to increase their estate while they are living and then ultimately for loved ones after death. As an independent financial advisor who is not obligated to any particular company or product, Brad has complete freedom when making recommendations to his clients.

Brad lives in Woodinville, WA with his wife of 26 years, Linda. They have two children, Jaeson and Lindsay. Brad is also a new grandfather with the arrival of Haeley.

Compensation and Fee Structures:

Fee & Commission

Licenses, Certifications & Affiliations:

* Series 7, 66 & 24 registered
* ChFC - Chartered Financial Consultant
* RFC - Registered Financial Consultant
* American College - Income taxation, investments, risk management, estate planning & retirement planning
* Washington State Insurance Licensed - Life & Disability

Education:

Boise State University

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Further information about Financial & Estate Advisors:

(Size of firm: Over 100 advisors)

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.