Joel Greenway (CRD# 7156822) is an Investment Advisor Representative working at Longview Wealth Management in Madison, GA and has over 4 years of experience in the finance industry.
CRD# 3147258
Avantax Advisory Services
CRD# 6374744
Edward Jones
CRD# 6914118
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| M. S. Howells & Company | Scottsdale, AZ | Jan 2023 - Current | 1 |
| Longview Wealth Management | Atlanta, GA | Jan 2020 - Current | 4 |
| Cambridge Investment Research | Fairfield, IA | Aug 2019 - Dec 2022 | 3 |
| Cambridge Investment Research | Fairfield, IA | Aug 2019 - Dec 2022 | 3 |
| Bank Of Madison | Madison, GA | Jun 2016 - Jul 2019 | 3 |
| Crossed Timbers Harvesting, Inc. | Madison, GA | May 2011 - Jun 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2019 |
- GA
-
Total Assets Under Management987MILLIONS
-
Total Number of Accounts3,074ACCOUNTS
-
Average Account Value$321,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, DE, FL, GA, IL, KS, LA, MD, MI, MO, NC, NJ, NY, SC, TN, TX, VA, WA
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