John
Long

Total Clarity Wealth Management, Inc

CRD#2319091
Investment Advisor
in Lisle, IL

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About this Advisor

John Long is a financial advisor based in Lisle, Illinois, working with Total Clarity Wealth Management, Inc. John has previously held positions at Lpl Financial, LLC, Total Clarity Wealth Management, Inc, and Capital Point Financial Group, LTD. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, John is part of Total Clarity Wealth Management, Inc, which operates out of Lisle, Illinois. The firm has 13 offices and 24 employees. The firm manages assets totaling $458.0 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, educational seminars, and other services. The fee structure at Total Clarity Wealth Management, Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Lisle, IL

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Total Clarity Wealth Management, Inc Brokerage Details

Total Assets Under Management

$458,000,000

IL Average: $6,674,516,078
Total Number of Employees

24

IL Average: 44
Total Number of Accounts

2,033

IL Average: 2,564
Average Account Size

$225,283

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other

John Long Work History

2023 - Present (2 years)

Total Clarity Wealth Management, Inc

1999 - Present (26 years)

Lpl Financial, LLC

2019 - 2023 (4 years)

Capital Point Financial Group, LTD

1999 - 2020 (21 years)

Lpl Financial, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of John 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 Total Clarity Wealth Management, Inc

Casey Moss
Arlington Heights, IL
Robert Piton
Saint Charles, IL
Kristina Tenney-Gatto
Saint Charles, IL
Brendan Kaar
Edwards, IL
Vanessa Croessmann
Saint Charles, IL
Maria Wilson
Naperville, IL
David Chadwick
Gainesville, FL
Christopher Vivian
Saint Charles, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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