DL
CFP
DL
CFP

Daniel Lash

28 Years of Experience
Mclean, VA
1 DisclosureBrokerSells Insurance

Daniel Lash is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Mclean, VA, with 28 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B
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Location

1751 Pinnacle Drive Suite 425, Mclean, VA, 22102

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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 · 3 yrs 4 mos
Cetera Wealth Services, LLCBroker
January 1999 - Present · 27 yrs 9 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.
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