Daniel Long
Daniel Long is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Arcadia, CA, with 39 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Arcadia, CA
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is an independent insurance agent selling life, accident, and health insurance from his residential address. This activity requires minimal time.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
Pruco Securities CorporationBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Bonny Lee, CFPLPL Financial LLC
- Jimmy Hoesan, ChFC
- Wei Chang, CFPJ.P. Morgan Securities LLC
- Joshua Colton, CFPColton Wealth Management
- Chih Chang, CFACharles Schwab & CO., INC.
- Bonnie Yam, CFA, CFP, ChFCPension Maxima Investment Advisory, INC.