Timothy Long is a CFP-designated registered investment advisor, based in Grantsville, MD, with 33 years of industry experience.
Location
29 Dorsey Hotel Road, Grantsville, MD, 21536
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Regulatory History (1)
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Customer Dispute
July 2020Settled
Other Business Activities
Timothy is the founder and sole owner of Cornerstone Financial, LLC, where he works as a financial planner and investment advisor, dedicating about a quarter of his time. He also serves as an adjunct professor of financial planning at Shippensburg University and is involved with other educational and non-profit activities.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 5 mos
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 5 mos
Previous Registrations
Concourse Financial Group Advisors
April 2006 - February 2025 · 18 yrs 10 mos
Concourse Financial Group Securities, INC.Broker
August 1995 - February 2025 · 29 yrs 6 mos
Invest Financial CorporationBroker
January 1994 - August 1995 · 1 yr 7 mos
Pml Securities CompanyBroker
May 1991 - December 1992 · 1 yr 7 mos
State Registrations19 states
ALAZCOCTDEFLGAINMDMNNCNJOHOKORPAVAVTWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.