Cetera Investment Advisers
43yrs
Top advisor by experience in Mclean
29yrs
Daniel Lash is a financial advisor in Mclean, Virginia, with 29 years in the industry. Daniel joined Cetera Investment Advisers in 2023, a firm offering financial planning, investment management, and retirement plan consulting. Daniel holds the CFP® designation.
At a glance
Experience29 years (since 1997)
How that compares ?Top 18% by experience nationwide
Office1751 Pinnacle Drive Suite 425, Mclean, VA 22102
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?2 states
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2023 – nowCetera Investment Advisers LLCCurrent firm
Contact Daniel
(310) 257-7880Firm headquarters in Schaumburg, IL. Ask for Daniel. 1751 Pinnacle Drive Suite 425Mclean, VA 22102Office · Get directions
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Cetera Investment Advisers at (310) 257-7880 and ask for Daniel Lash. Daniel works from the Mclean, VA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1997, about 29 years. Top 18% by experience nationwide.
What licenses does Daniel hold?
Series 63. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Daniel paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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