JL
JL

Joel Long

3 Years of Experience
Dothan, AL
Broker

Joel Long is a registered investment advisor at Cetera Investment Advisers LLC, based in Dothan, AL, with 3 years of industry experience. Joel 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

3201 Ross Clark Circle Nw, Dothan, AL, 36303

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Joel operates All In Wealth Management as a DBA for his LPL business. He also owns rental real estate, dedicating minimal time to it.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Investment Services LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
LPL Financial LLC
July 2024 - September 2025 · 1 yr 2 mos
LPL Financial LLCBroker
July 2024 - September 2025 · 1 yr 2 mos
Raymond James & Associates, INC.Broker
March 2022 - March 2024 · 2 yrs
State Registrations2 states
ALFL
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.