DL
Daniel P. Lash
CETERA INVESTMENT ADVISERS LLC
VIENNA, VA 22182
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CRD#: 2885074
DL
Professional summary
Daniel Peter Lash, AIF®, CFP®, who also goes by Dan Lash, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Vienna, Virginia and CETERA WEALTH SERVICES, LLC located in Vienna, Virginia.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Daniel has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Dan Lash
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) FIXED INSURANCE; LIFE, DISABILITY, ANNUITIES AND LTC. INSURANCE DBA'S; CRUMP LIFE INSURANCE AND HASLETT INSURANCE AGENCY; (2) NAME OF OTHER BUSINESS: VLP FINANCIAL ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED BRANCH NATURE OF BUSINESS: DBA FOR ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: IAR START DATE: 10/01/2012 APX NUMBER OF HOURS PER WEEK: 45 APX NUMBER OF HOURS DURING TRADING HOURS: VARIES BRIEF DESCRIPTION OF DUTIES: OFFERS A VARIETY OF FINANCIAL SERVICES; (3) NAME OF OTHER BUSINESS: PARAGON WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: RECRUITING NEW REPS TO CETERA ADVISOR NETWORKS REGION START DATE: 10/2016 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF TRADING HOURS PER WEEK: 1 POSITION/TITLE/RELATIONSHIP: SENIOR ADVISOR FOR THE REGION BRIEF DESCRIPTION OF DUTIES: RECRUIT REPS. (4) NAME OF OTHER BUSINESS: CARDINAL BASKETBALL OFFICIALS ASSOCIATION (CBOA); INVESTMENT RELATED: NO; ADDRESS: NORTHERN VIRGINIA; NATURE OF BUSINESS: BASKETBALL REFEREE; START DATE: 12/01/2016; POSITION/TITLE/RELATIONSHIP: BASKETBALL REFEREE; APX NUMBER OF HOURS PER WEEK: 1-2 HOURS; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: BASKETBALL REFEREE FOR RECREATIONAL AND HIGH SCHOOL GAMES. (5) NAME OF OTHER BUSINESS: GMU COLLEGE OF HUMANITIES AND SOCIAL SCIENCE ALUMNI ASSOCIATION; INVESTMENT RELATED: NO ADDRESS: 4400 UNIVERSITY DRIVE, FAIRFAX, VA 22030 ; NATURE OF BUSINESS: ALUMNI BOARD; START DATE: 7/2021; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: LEAD MEETINGS, WORK TO COORDINATE BOARD EVENT EFFORTS FOR ALUMNI ; (6) NAME OF OTHER BUSINESS: VLP FINANCIAL ADVISORS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; POSITION/TITLE/RELATIONSHIP: OWNER; START DATE: 12/2021; APX NUMBER OF HOURS PER WEEK: 50; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: OFFERS A VARIETY OF FINANCIAL SERVICES; (7) NAME OF OTHER BUSINESS: GEORGE MASON UNIVERSITY; INVESTMENT RELATED: NO; ADDRESS: 4400 UNIVERSITY DR, FAIRFAX, VA 22030; NATURE OF BUSINESS: BOARD; START DATE: 07/2022; POSITION/TITLE/RELATIONSHIP: CHAIRMAN; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING & WEALTH MANAGEMENT ADVISORY BOARD CHAIRMAN - LEAD BOARD TO HELP GROW NUMBER OF STUDENTS IN THE PROGRAM AND FUNDRAISE FOR STUDENT SCHOLARSHIP FUND; (8) NAME OF OTHER BUSINESS: MANTUA ELEMENTARY PTA BASKETBALL LEAGUE; INVESTMENT RELATED: NO; ADDRESS: 9107 HORNER COURT FAIRFAX, VA 22031; NATURE OF BUSINESS: MENTORING; START DATE: 10/2022; POSITION/TITLE/RELATIONSHIP: HEAD REFEREE; APX NUMBER OF HOURS PER WEEK: 4; APX NUMBER OF HOURS DURING TRADING HOURS: 4; BRIEF DESCRIPTION OF DUTIES: TRAINING, MENTORING AND EVALUATING VOLUNTEER BASKETBALL OFFICIALS;
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Peter Lash'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: 2006
Experience
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 8391 Old Courthouse Rd Ste 203, Vienna, VA 22182RIA
CRD#: 105644
VIENNA, VA
Current
January 11, 1999 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 8391 Old Courthouse Rd Ste 203, Vienna, VA 22182BD
CRD#: 13572
Vienna, VA
Past
August 24, 1999 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
VIENNA, VA
Past
February 20, 1998 - February 5, 1999
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
BOSTON, MA
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(6/26/2023)
RR
Arizona(1/31/2025)
RR
Arkansas(7/18/2022)
RR
California(6/17/2003)
RR
Colorado(9/9/2008)
RR
Connecticut(5/18/2022)
RR
Delaware(5/2/2005)
RR
District of Columbia(1/22/1999)
RR
Florida(7/22/2002)
RR
Georgia(5/2/2005)
RR
Hawaii(1/14/2025)
RR
Illinois(1/14/2014)
RR
Indiana(1/14/2025)
RR
Kansas(5/18/2022)
RR
Louisiana(1/3/2024)
RR
Maine(5/21/2014)
RR
Maryland(1/11/1999)
RR
Massachusetts(8/10/2016)
RR
Michigan(4/10/2019)
RR
Minnesota(9/15/2015)
RR
Missouri(9/14/2021)
RR
New Hampshire(1/3/2024)
RR
New Jersey(1/10/2022)
RR
New York(3/27/2014)
RR
North Carolina(2/18/2009)
RR
Ohio(6/16/2003)
RR
Oregon(3/11/2020)
RR
Pennsylvania(5/11/2000)
RR
Rhode Island(2/1/2022)
RR
South Carolina(1/24/2018)
RR
Tennessee(4/18/2023)
RR
Texas(8/10/2012)
IAR
Texas(6/29/2023)
RR
Virginia(1/11/1999)
IAR
Virginia(6/29/2023)
RR
Washington(9/18/2025)
RR
West Virginia(9/27/2000)
Exams
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
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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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.
