Derek Long (CRD# 7790533) is an Investment Advisor Representative working at Intelligence Driven Advisers, LLC in Murrieta, CA and has 1 year of experience in the finance industry.
CRD# 4876819
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
CRD# 2066720
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Intelligence Driven Advisers | Murrieta, CA | Jul 2023 - Current | < 1 |
| Derek Long Realtor Corp. | Murrieta, CA | Sep 2019 - Current | 4 |
| Signature Real Estate Group | Murrieta, CA | Nov 2015 - Sep 2019 | 3 |
| Cl Olson And Associates Dba. Irvine Welding | Irvine, CA | Jul 2007 - Jul 2019 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
- CA
-
Total Assets Under Management978MILLIONS
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Total Number of Accounts1,002ACCOUNTS
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Average Account Value$975,943
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
AL, AZ, CA, CO, FL, HI, IA, IL, IN, LA, MI, NE, NM, OH, OR, TN, TX, UT, VA, WI
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