Dreama Long
Dreama Long is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Harrisonburg, VA, with 34 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
1891 Virginia Ave, Harrisonburg, VA, 22802
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Regulatory History (1)
Employment Separation After Allegations
September 2011Other Business ActivitiesSells Insurance
Dreama is an independent insurance agent since 1988 and an advisory representative of a RIA. She also owns rental properties, is a director at a real estate construction company, and owns multiple service agencies, dedicating a few hours per week to each.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Linsco/private Ledger CORP.Broker
Fortis Investors, INC.Broker
Fortis Investors, INC.Broker
MML Investors Services, INC.Broker
Investacorp, INC.Broker
State Registrations4 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.