Adviser and broker representative · LPL Financial LLC
Wade K. Long
CRD 4423863 · Wilmington, NC
At a glance
Wade K. Long is an investment adviser representative with LPL Financial LLC in Wilmington, NC, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Wade’s SEC record dates to 2007, about 19 years ago. Wade is also registered as a broker representative.
Current advisory firm
- LPL Financial LLCSince December 2008Wilmington, NC · $819B in regulatory assets
SEC adviser record
- Registered since
- 2007 (19 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Wade’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.