LPL Financial
43yrs
Top advisor by experience in Murrieta
3yrs
Derek Long
Financial advisor at Intelligence Driven Advisers
Derek Long has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Murrieta, California. Derek joined Intelligence Driven Advisers in 2023, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 71 advisors with offices in Murrieta, and one of 66 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office25220 Hancock Ave. Suite 310, Murrieta, CA 92562
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.3 million
Advisors at the firm16
States licensed ?1 state
Services through Intelligence Driven Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2023 – nowIntelligence Driven Advisers, LLCCurrent firm
Contact Derek
Local office(951) 290-5020Ask for Derek. (888) 401-2083Main office · Carlsbad, CA 25220 Hancock Ave. Suite 310Murrieta, CA 92562Office · Get directions Facebook pageIntelligence Driven Advisers
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Derek
Tailored to Derek’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Derek
How do I contact Derek?
Call Derek’s local office at (951) 290-5020 or the Intelligence Driven Advisers main office at (888) 401-2083, and ask for Derek Long.
How long has Derek been a financial advisor?
Derek has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Derek hold?
Series 65. Tap any license on this page to see what it allows.
Is Derek a fiduciary?
Derek is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Derek paid?
Intelligence Driven Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Derek 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.
Other advisors nearby
Stifel, Nicolaus & Company
40yrs
Top 3% by experience in Murrieta
Stifel, Nicolaus & Company
36yrs
Top 4% by experience in Murrieta
Stifel, Nicolaus & Company
35yrs
Top 6% by experience in Murrieta
Stratos Wealth Partners
34yrs
Top 7% by experience in Murrieta
Cetera Investment Advisers
33yrs
Top 8% by experience in Murrieta