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Brandon L

CFP®, Series 66

Powdersville, SC

Kestra Private Wealth Services, LLC

Brandon Long is a financial advisor with Kestra Private Wealth Services, LLC, holding the CFP® and Series 66 designations and bringing seven years of industry experience. He previously worked at Edward Jones for six years and has been affiliated with Kestra since 2024. Outside of advising, he serves on the board of Connect Powdersville, where he manages logistics for community events involving food trucks, vendors, and entertainment. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory services including discretionary and non-discretionary accounts, financial planning, and access to both in-house and third-party solutions.

Retirement income strategy Annuities General tax planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired
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