Jessica Smith (CRD# 5492682) is an Investment Advisor Representative working at Longview Financial Advisors, Inc. in Huntsville, AL and has 11 years of experience in the finance industry. Jessica Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Longview Financial Advisors, Inc. is a fee-only financial planning and wealth management firm dedicated to providing comprehensive financial planning services. We work with professionals, retirees, business owners, and philanthropic and charitably-minded clients with a goal to build relationships based on mutual trust and respect. Serving our clients as fee-only financial advisors, we proudly sign a fiduciary oath and exercise our best efforts to act in good faith and in the best interest of our clients.
With offices in Huntsville and Gadsden, Alabama, Longview also serves clients in Birmingham and Tuscaloosa, Alabama and throughout the Southeastern United States.
CRD# 4169767
Lpl Financial LLC
CRD# 2106004
Raymond James Financial Services Advisors, Inc.
CRD# 6238002
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Longview Financial Advisors, Inc. | Huntsville, AL | Jan 2010 - Current | 14 |
- AL
- FL
- GA
- LA
- TX
-
Total Assets Under Management181MILLIONS
-
Total Number of Accounts696ACCOUNTS
-
Average Account Value$259,388
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, FL, GA, LA, NC, TN, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.