Timothy
Long
Goldman Sachs Personal Financial Management
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About this Advisor
Timothy Long is a certified financial planner based out of Little Rock, Arkansas who has 8 years of relevant experience. Long is an advisor for Goldman Sachs Personal Financial Management. Long has gained experience at Hutchinson Financial, Inc, Hutchinson Insurance, Inc and United Capital Financial Advisers, LLC. Long maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Arkansas, Kansas, Louisiana, Missouri, Oklahoma and Texas. Goldman Sachs Personal Financial Management is a registered investment company operating out of Newport Beach, CA. The company has offices in 87 locations and a total of 727 people on staff. It administers $13 billion in assets under management among its 82,991 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 153 charities and foundations. Of its 82,991 accounts, 17% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Goldman Sachs Personal Financial Management offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees charged by financial advisors largely depend on the type of financial services offered. Fees billed by Goldman Sachs Personal Financial Management likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Goldman Sachs Personal Financial Management Brokerage Details
$13,178,742,322
727
82,991
$158,797
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Timothy Long Work History
Timothy has been registered as a financial advisor for 8 years.*
United Capital Financial Advisers, LLC
Hutchinson Financial, Inc
Hutchinson Insurance, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Timothy Long to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Goldman Sachs Personal Financial Management
Bethesda, MD
San Diego, CA
Los Angeles, CA
Peachtree Corners, GA
Troy, MI
Irving, TX
Reno, NV
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
