DL
Derek Long
INTELLIGENCE DRIVEN ADVISERS
Murrieta, CA 92562
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CRD#: 7790533
DL
Professional summary
Derek Long is a registered financial advisor currently at INTELLIGENCE DRIVEN ADVISERS, LLC located in Murrieta, California.
Derek is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Derek has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
I am an officer in Derek Long Realtor Corp. The address is 40403 Crystal Aire Ct, Murrieta. It is not investment related. It is used to conduct residential real estate transactions for clients and referral business related to real estate transactions for clients, compensation is paid in the form of commissions. Derek Long Realtor Corp has an independent contractor agreement with Signature Real Estate Group (real estate broker for the transactions). My position is President of Derek Long Realtor Corp. The corporation was started in October on 2019. I spend approximately 2 hours a month on maintaining the business and zero hours during securities trading hours. My primary duties are maintaining the books for the business, insurances, and licenses.
CRS (Client Relationship Summary) - RIA
Click below to view Derek 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
August 23, 2023 - Present
INTELLIGENCE DRIVEN ADVISERS, LLC
Office #1: 25220 Hancock Ave. Suite 310, Murrieta, CA 92562RIA
CRD#: 299589
Murrieta, CA
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".
ID
INTELLIGENCE DRIVEN ADVISERS, LLC
FINANCIAL DETOX | INTELLIGENCE DRIVEN INSURANCE SOLUTIONS | INTELLIGENCE DRIVEN ADVISERS, LLC | IDA WEALTH | FUTUREADY 401(K)
CRD#: 299589 / SEC#: 801-114418
RIA
Registered Investment Advisory firm - (12/17/2018 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.Highlighted states indicate IAR registrations
IAR
California(8/23/2023)
Current Firm
ID
INTELLIGENCE DRIVEN ADVISERS, LLC
FINANCIAL DETOX | INTELLIGENCE DRIVEN INSURANCE SOLUTIONS | INTELLIGENCE DRIVEN ADVISERS, LLC | IDA WEALTH | FUTUREADY 401(K)
CRD#: 299589 / SEC#: 801-114418
RIA
Registered Investment Advisory firm - (12/17/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2792 Gateway Road, Carlsbad, CA 92009
Mailing Address
Phone number
(888) 401-2083
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (21 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 879 |
| AUM (Assets Under Management) | $ 828,210,292 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
