JL
JL

Joel Long

28 Years of Experience
Strasburg, PA
BrokerSells Insurance

Joel Long is a registered investment advisor, based in Strasburg, PA, with 28 years of industry experience.

Location

Strasburg, PA

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Joel is involved in several business activities, including insurance sales, tax preparation/accounting, rental property ownership, and product sales. He dedicates a few hours per week to insurance-related activities, including selling life and health insurance and equity-indexed annuities.

Employment History
Current Registrations
Cetera Wealth Services, LLC
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
October 2009 - September 2025 · 15 yrs 11 mos
Avantax Investment Services, INC.Broker
June 1997 - September 2025 · 28 yrs 3 mos
State Registrations11 states
CACOCTFLMDMENCNJNYPAVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Joel Long - Financial Advisor | TrueAdvisor