Jessica Smith, financial advisor Huntsville AL
95 score

Jessica Smith

CRD Number: 5492682
Current Firm: Longview Financial Advisors, Inc.

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.

 

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Professional Designations
Company Name Location Dates Years
Longview Financial Advisors, Inc. Huntsville, AL Jan 2010 - Current 6
West Financial Consulting, Inc. Huntsville, AL Jan 2005 - Current 11

Jessica Smith has no recent exams reported.
Contact Info for Jessica H. Smith
Phone Number: (256) 534-1196
Registered State(s):
  • AL
  • FL
  • GA
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    135
    MILLIONS
  • Total Number of Accounts
    739
    ACCOUNTS
  • Average Account Value
    $182,043
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AL, FL, GA, LA, TX

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BADGES
95
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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