Timothy G. Long
CETERA INVESTMENT ADVISERS LLC
CHAMBERSBURG, PA 17202-7366
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CRD#: 2138850
Professional summary
Timothy Gary Long, CFP®, who also goes by Tim Long, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Chambersburg, Pennsylvania and CETERA WEALTH SERVICES, LLC located in Chambersburg, Pennsylvania.
Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Timothy has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tim Long
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.
THE ADVISORS AT CORNERSTONE FINANCIAL,LLC, dba CORNERSTONE FINANCIAL; Investment Related; 4225 Molly Pitcher Highway South, Chambersburg, PA 17202; Financial Planning and Investments; President; Start Date 01/2014; 50 hours per month with 40 of those hours per occurring during trading hours; Founder and sole owner of financial services firm. >> CORNERSTONE FINANCIAL HEALTH ADVISORY; Investment Related; 4225 Molly Pitcher Highway South, Chambersburg, PA 17202; Financial Planning; President; Start Date 10/2019; 2 hours per month with those 2 hours per month occurring during trading hours; Help clients choose the best Part D Plan and enroll them online. >> SHIPPENSBURG UNIVERSITY; Investment Related; 1871 Old Main Drive, Shippensburg, PA 17257; Education; Adjunct Professor of Financial Planning; Start Date 01/2018; 40 hours per month with no hours per month occurring during trading hours; Teach one three-hour per week course on financial planning. >> SHIPPENSBURG UNIVERSITY - COLLEGE OF BUSINESS FINANCIAL ADVISORY COUNCIL; Non-Investment Related; 1871 Old Main Drive, Shippensburg, PA 17257; Education; Member; Start Date 02/2020; Provide advice, insight and guidance on college issues and financial support to aid the college's finance program for students, faculty professional development, equipment, research, etc. as well as provide oversight to the investment management program (IMP) class. >> PROJECT GROS MANGLES FOUNDATION; Non-Investment Related; c/o Shippensburg University, Shippensburg, PA 17257; Foundation; Board Member - Corporate Secretary; Start Date 01/2021; 2 hours per month with no hours per month occurring during trading hours; Sign legal documents, keep corporate records, and attend board meetings.
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Gary 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®
CFP®
Start date: 2011
Experience
Current
February 20, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 4225 Molly Pitcher Highway South Suite 100, Chambersburg, PA 17202-7366Office #2: 29 Dorsey Hotel Road, Grantsville, MD 21536RIA
CRD#: 105644
CHAMBERSBURG, PA
Current
February 20, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 4225 Molly Pitcher Highway South Suite 100, Chambersburg, PA 17202-7366Office #2: 29 Dorsey Hotel Road, Grantsville, MD 21536BD
CRD#: 13572
Chambersburg, PA
Past
April 4, 2006 - February 20, 2025
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
RIA
CRD#: 15708
Chambersburg, PA
Past
August 15, 1995 - February 20, 2025
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
Chambersburg, PA
Past
January 25, 1994 - August 18, 1995
INVEST FINANCIAL CORPORATION
BD
CRD#: 12984
APPLETON, WI
Past
May 8, 1991 - December 18, 1992
1717 CAPITAL MANAGEMENT COMPANY
BD
CRD#: 4082
NEWARK, DE
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
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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
Alabama(2/20/2025)
RR
Arizona(2/20/2025)
RR
Colorado(2/20/2025)
RR
Connecticut(9/23/2025)
RR
Delaware(2/20/2025)
RR
Florida(2/20/2025)
RR
Georgia(2/20/2025)
RR
Indiana(2/20/2025)
RR
Maryland(2/20/2025)
IAR
Maryland(11/11/2025)
RR
Minnesota(2/20/2025)
RR
New Jersey(2/20/2025)
RR
North Carolina(2/20/2025)
RR
Ohio(2/20/2025)
RR
Oklahoma(2/20/2025)
RR
Oregon(2/20/2025)
RR
Pennsylvania(2/20/2025)
IAR
Pennsylvania(2/20/2025)
RR
Vermont(6/10/2025)
RR
Virginia(2/20/2025)
RR
Washington(8/4/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
