Joel Long, financial advisor Strasburg PA

Joel Long

CRD Number: 2833592
Current Firm: Avantax Advisory Services

Joel Long (CRD# 2833592) is an Investment Advisor Representative working at Avantax Advisory Services in Strasburg, PA and has over 26 years of experience in the finance industry.

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Advice And Planning Services
Company Name Location Dates Years
Avantax Insurance Agency, LLC Strasburg, PA Oct 2019 - Current 4
The Phoebe Company Inc. Strasburg, PA Aug 2013 - Current 10
Avantax Advisory Services Strasburg, PA Jul 2009 - Current 14
Avantax Investment Services, Inc. Strasburg, PA Dec 1996 - Current 27
Willoughby & Assoc. Allentown, PA Jan 1995 - Current 29
Willoughby Leasing Services Inc. Strasburg, PA Jan 2014 - Oct 2021 7
Willoughby Logistic Services Inc. Strasburg, PA Jan 2014 - Oct 2021 7
Gourmet Donuts Strasburg, PA May 2017 - Oct 2020 3
Center Stage Confectionary Inc Dba Sugar On Top-l Lancaster, PA Sep 2016 - Oct 2020 4
Pontrelli Equipment Repair Inc. Stroudsburg, PA Jul 2013 - Oct 2020 7
Pontrelli Rail Equipment Repair Inc. Stroudsburg, PA Feb 2012 - Jun 2019 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1997
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Joel E. Long
Phone Number: 972-870-6000
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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