DL
Dreama A. Long
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
HARRISONBURG, VA 22802
Some features on this profile are disabled
CRD#: 1828420
DL
Professional summary
Dreama Ann Long, who also goes by Dreama Mccray, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Harrisonburg, Virginia and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Harrisonburg, Virginia.
Dreama is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Dreama has worked at 8 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Dreama Mccray
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)LONG INSURANCE & FINANCIAL SERVICES, 1891 VIRGINIA AVE, HARRISONBURG, VA, 10/1988 AS OWNER/INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 8 HR/WK - 4/TRADING. 2)DREAMA LONG;1891 VIRGINIA AVE, HARRISONBURG, VA 22802; RENTAL PROPERTIES; OWNER; 03/11/2009; 0; 0; UPKEEP OR MAINTENANCE OF RENTAL UNIT/IF I PURCHASE AND THEN RESELL; 3)CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20 HR/WK - 20/TRADING. 09/29/11. 4)JOHN AUSTIN CONSTRUCTION LLC,1891 VIRGINIA AVE, HARRISONBURG VA, REAL ESTATE CONSTRUCTION, DIRECTOR, 06/30/2011, ACTIVITIES INVOLVE ASSISTING WITH PREPARATION OF TAX RECORDS FOR SUBMISSION TO ACCOUNTANT, 2 HR MO- 1/TRADING HR. 5)LONG SERVICES AGENCY, INC, 1891 VIRGINIA AVE, HARRISONBURG, VA, CPA/ENROLLED AGENT/TAX PREP, OWNER, 04/01/19, NIR, 10 HR/YR- 0/TRADING HR. 6)DAL ENTERPRISES OF VIRGINIA, LLC, 1891 VIRGINIA AVENUE, HARRISONBURG, VA 12/15/2005 AS OWNER OF PROPERTY. NOT INVESTMENT RELATED. DEVOTES 1 HOUR/MONTH, NONE DURING TRADING. 7.LONG INSURANCE AND FINANCIAL SERVICES, LEGAL SHIELD REPRESENTATIVE, 1891 VIRGINIA AVE, HARRISONBURG, VA, 9/2014 AS SALES REP. NIR - 3 HR/MO - 3/TRADING. 8.LONG SERVICE AGENCY, 1891 VIRGINIA AVE, HARRISONBURG, VA, 10/1988 PROVIDING PRACTICE MANAGEMENT SOLUTIONS FOR PHYSICIANS AND DENTISTS. NIR - 6 HR/WK - 4/TRADING. 9.LONG SERVICE AGENCY, 1891 VIRGINIA AVE, HARRISONBURG, VA, 04/2019. OWNER, TAX PREPARER. NIR-10/YR-0/TRADING. 10.DREAMA LONG, 2426 IRISH PATH, ROCKINGHAM, VA, EBAY SELLER, 01/01/20, NIR, 10 HR/YR- 0/TRADING HR. 11.DREAMA LONG, 2426 Irish Path, Rockingham VA 22802, 04/2025, Owner, Owner/Partner of a Business Entity, NIR, 5 HR/MO, 0 HR/MO TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Dreama Ann Long's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 29, 2011 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 1891 Virginia Ave, Harrisonburg, VA 22802RIA
CRD#: 134139
HARRISONBURG, VA
Current
September 29, 2011 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 1891 Virginia Ave, Harrisonburg, VA 22802BD
CRD#: 39543
Harrisonburg, VA
Past
April 14, 2009 - September 14, 2011
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
HARRISONBURG, VA
Past
March 31, 2009 - September 14, 2011
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
HARRISONBURG, VA
Past
March 1, 2006 - April 2, 2009
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
HARRISONBURG, VA
Past
January 30, 2006 - April 2, 2009
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
HARRISONBURG, VA
Past
April 10, 2000 - January 22, 2004
LPL FINANCIAL LLC
BD
CRD#: 6413
FORT MILL, SC
Past
January 24, 1997 - July 29, 1999
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
OAKDALE, MN
Past
January 4, 1996 - December 31, 1996
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
OAKDALE, MN
Past
April 25, 1989 - December 31, 1995
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Past
September 2, 1988 - October 17, 1988
INVESTACORP, INC.
BD
CRD#: 7684
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(11/9/2016)
RR
Maryland(11/3/2016)
RR
Virginia(9/29/2011)
IAR
Virginia(9/29/2011)
RR
West Virginia(1/23/2015)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
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Contact information
Main Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Mailing Address
Phone number
(641) 472-5100
Established
Firm type
Fiscal year end
# of Employees
3,361
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 438,414 |
| AUM (Assets Under Management) | $ 102,413,096,032 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/09/2024 | ||
| 04/29/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
