Danielle Delong
Danielle Delong is a registered investment advisor at Cetera Investment Advisers LLC, based in The Villages, FL, with 10 years of industry experience. Danielle 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
Firm Size
IM Fee
Assets Under Management
Location
2385 Parr Drive, The Villages, FL, 32162
Get directionsHistory
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
Danielle is the Director of Operations at Whitaker Wealth Management Services, focusing on insurance sales and services. This role takes up nearly all of Danielle's time, with approximately 140-160 hours per month dedicated to it.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
Midwestern Securities Trading Company, LLCBroker
Midwestern Securities Trading Co.,llc
Ae Wealth Management, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLCBroker
State Registrations3 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.