LPL Financial
45yrs
Top advisor by experience in Lafayette
23yrs
Based in Lafayette, California, Joseph Long is a fiduciary financial advisor with 23 years of industry experience. Joseph joined LPL Financial in 2025, after 19 years at Cuso Financial Services and a year at Securian Financial Services. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 82 advisors with offices in Lafayette, and one of 65 fiduciaries.
At a glance
Experience23 years (since 2004)
How that compares ?More experience than 67% of advisors nationwide
Office3498-A Mt. Diablo Blvd, Lafayette, CA 94549
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- May 2025 – nowLPL Financial LLCCurrent firm
- 2006 – 2025Cuso Financial Services, L.P.Previously
- Jul 2005 – Apr 2006Securian Financial Services, Inc.Previously
Contact Joseph
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Joseph. 3498-A Mt. Diablo BlvdLafayette, CA 94549Office · Get directions Facebook pageLPL Financial
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Questions to ask Joseph
Tailored to Joseph’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Joseph
How do I contact Joseph?
Call LPL Financial at (704) 733-3300 and ask for Joseph Long. Joseph works from the Lafayette, CA office.
How long has Joseph been a financial advisor?
Joseph has been in the industry since 2004, about 23 years. More experience than 67% of advisors nationwide.
What licenses does Joseph hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Joseph a fiduciary?
Joseph is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Joseph paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Joseph for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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