Timothy Gary Long

Current Employers

Employment History

• 08/1995 → 02/2025
  Concourse Financial Group Securities Inc
  Chambersburg, PA
• 01/2014 → Present
  (Dba) Cornerstone Financial (Advisors At Cornerstone Financial)
  Chambersburg, PA
• 04/2006 → 02/2025
  Concourse Financial Group Securities Inc
  Chambersburg, PA
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Chambersburg, PA
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2006-04-04 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Dillsburg, PA
  Mechanicsburg, PA
  Chambersburg, PA
  Mechanicsburg, PA
  Grantsville, MD
  Birmingham, AL

Other Businesses

THE ADVISORS AT CORNERSTONE FINANCIAL,LLC, dba CORNERSTONE FINANCIAL; Investment Related; 4225 Molly Pitcher Highway South, Chambersburg, PA 17202; Financial Planning and Investments; President; Start Date 01/2014; 50 hours per month with 40 of those hours per occurring during trading hours; Founder and sole owner of financial services firm. >> CORNERSTONE FINANCIAL HEALTH ADVISORY; Investment Related; 4225 Molly Pitcher Highway South, Chambersburg, PA 17202; Financial Planning; President; Start Date 10/2019; 2 hours per month with those 2 hours per month occurring during trading hours; Help clients choose the best Part D Plan and enroll them online. >> SHIPPENSBURG UNIVERSITY; Investment Related; 1871 Old Main Drive, Shippensburg, PA 17257; Education; Adjunct Professor of Financial Planning; Start Date 01/2018; 40 hours per month with no hours per month occurring during trading hours; Teach one three-hour per week course on financial planning. >> SHIPPENSBURG UNIVERSITY - COLLEGE OF BUSINESS FINANCIAL ADVISORY COUNCIL; Non-Investment Related; 1871 Old Main Drive, Shippensburg, PA 17257; Education; Member; Start Date 02/2020; Provide advice, insight and guidance on college issues and financial support to aid the college's finance program for students, faculty professional development, equipment, research, etc. as well as provide oversight to the investment management program (IMP) class. >> PROJECT GROS MANGLES FOUNDATION; Non-Investment Related; c/o Shippensburg University, Shippensburg, PA 17257; Foundation; Board Member - Corporate Secretary; Start Date 01/2021; 2 hours per month with no hours per month occurring during trading hours; Sign legal documents, keep corporate records, and attend board meetings.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-05-03
• S63 Uniform Securities Agent State Law Examination
  1991-05-07

Designations

Other Names

• Tim Long