Daniel Long is a registered investment advisor, based in Stevensville, MD, with 25 years of industry experience.
Location
Stevensville, MD
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is an insurance agent with Avantax Insurance since 2017, potentially selling various annuity and insurance products, dedicating a few hours per week to about a quarter of his time. He also owns Daniel C Long CPA, providing accounting and tax preparation services full-time, and works as an accountant and financial advisor for Palumbo Financial and Tax Services and Rowhouse Financial Partners about half his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
State Registrations8 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.