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Daniel Lash

28 Years of Experience
Vienna, VA
1 DisclosureBrokerSells Insurance

Daniel Lash is a registered investment advisor at Cetera Investment Advisers LLC, based in Vienna, VA, with 28 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

8391 Old Courthouse Rd Ste 203, Vienna, VA, 22182

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History

Regulatory History (1)
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Customer Dispute
April 2005
Denied
Other Business ActivitiesSells Insurance

Daniel sells fixed insurance products, including life, disability, annuities, and LTC, through Crump Life Insurance and Haslett Insurance Agency. He also offers financial services through VLP Financial Advisors and recruits representatives to Cetera Advisor Networks region, and is involved with George Mason University and Mantua Elementary PTA Basketball League.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
January 1999 - Present · 27 yrs 4 mos
Previous Registrations
Cetera Advisor Networks LLC
August 1999 - June 2023 · 23 yrs 10 mos
Signator Investors, INC.Broker
February 1998 - February 1999 · 1 yr
State Registrations35 states
ALARAZCACOCTDCDEFLGAHIILINKSLAMAMDMEMIMNMONCNHNJNYOHORPARISCTNTXVAWAWV
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.