Colby Long
Wealth Advisor at EPM Financial- Claim this Profile
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Topline Score
Bio
Credentials
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Series 66
FINRAAug, 2020- Sep, 2024 -
Series 7
FINRAJul, 2020- Sep, 2024 -
Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
State of TennesseeApr, 2020- Sep, 2024
Experience
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EPM Financial
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United States
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Financial Services
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1 - 100 Employee
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Wealth Advisor
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Mar 2023 - Present
Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘Contact Info’ section above. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and EPM Financial are separate entities from LPL Financial. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Show less
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Shoemaker Financial
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United States
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Financial Services
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1 - 100 Employee
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Financial Advisor
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Aug 2020 - Mar 2023
Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Securities and investment advisory services offered through Securian Financial Services, Inc. Member FINRA/SIPC. Shoemaker Financial is independently owned and operated. 750 Old Hickory Blvd Suite 2-210 Brentwood, TN 37027 Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Securities and investment advisory services offered through Securian Financial Services, Inc. Member FINRA/SIPC. Shoemaker Financial is independently owned and operated. 750 Old Hickory Blvd Suite 2-210 Brentwood, TN 37027
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The Well Coffeehouse
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United States
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Retail
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1 - 100 Employee
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Store Manager
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May 2019 - Aug 2020
- Supervise and lead staff to ensure customer satisfaction - Maintain and deliver a consistent and excellent product quality - Direct the store’s financial results - Uphold the differentiating mission of the business to use our profits to build clean water-wells in areas of need. - Supervise and lead staff to ensure customer satisfaction - Maintain and deliver a consistent and excellent product quality - Direct the store’s financial results - Uphold the differentiating mission of the business to use our profits to build clean water-wells in areas of need.
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Walnut Grove United Methodist Church
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Religious Institutions
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Senior Pastor
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Jul 2018 - Aug 2019
- Preach a sermon to a congregation of fifty or more people weekly - Organize and plan weekly programming to cultivate community growth - Meet one on one with church members seeking pastoral care - Manage finances and budget to ensure financial stability - Preach a sermon to a congregation of fifty or more people weekly - Organize and plan weekly programming to cultivate community growth - Meet one on one with church members seeking pastoral care - Manage finances and budget to ensure financial stability
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Barista
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Jul 2016 - Oct 2018
− Served customers high-quality, coffee beverages in a high-volume environment − Educated the consumer in knowledge of coffee − Ensured quality presentation and display of coffee beverages − Promoted satisfaction through sustained relationships with regular customers − Served customers high-quality, coffee beverages in a high-volume environment − Educated the consumer in knowledge of coffee − Ensured quality presentation and display of coffee beverages − Promoted satisfaction through sustained relationships with regular customers
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Director of Ministries
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May 2015 - Jul 2016
Oversee worship-related events through the enriching and mentoring of student leaders. Support students with spiritual counseling and pursuit of spiritual growth. Write and preach multiple sermons for Sunday services, community nights, and retreats. Initiate and pioneer weekly “conversation plan” topics based on the Sunday sermon. Oversee worship-related events through the enriching and mentoring of student leaders. Support students with spiritual counseling and pursuit of spiritual growth. Write and preach multiple sermons for Sunday services, community nights, and retreats. Initiate and pioneer weekly “conversation plan” topics based on the Sunday sermon.
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Florida State University
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United States
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Higher Education
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700 & Above Employee
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College Life Coach
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Jul 2014 - May 2015
Empowered students with self-evaluation and motivation as they adapt to a collegiate lifestyle and individual adulthood. Administrated one on one meetings, focusing on the goals and challenges encountered by students in their collegiate career including, but not limited to academics, finances, career exploration, and social habits. Provided timely and relevant information while maintaining a strong rapport with academic advisors and university faculty. Promoted student perseverance and retention at the University. Show less
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Education
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2010 - 2014
Florida State University
Bachelor of Science (B.S.), Sociology and Religion -
2016 - 2019
Vanderbilt University
Master of Divinity (M.Div.), Religion/Religious Studies
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