Long View Financial Services, Inc.
Long View Financial Services, Inc. (CRD# 139727) is a financial advisory firm headquartered in , . They manage $26,547,570 in 162 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management27MILLION
Total Number of Accounts162ACCOUNTS
Average Account Value$163,874
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, TX, WA
Gary Lee (CRD# 1242630) is an Investment Advisor Representative working at Long View Financial Services, Inc. in Spokane, WA and has over 12 years of experience in the finance industry. Gary Lee 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 put clients' interests first and comply with the Financial Planning Practice Standards.