Long View Financial Services, Inc.

Long View Financial Services, Inc. (CRD# 139727) is a financial advisory firm headquartered in , . They manage $38,132,678 in 175 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
http://www.longviewfinancialservices.com
By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    175
    ACCOUNTS
  • Average Account Value
    $217,901
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX, WA

Financial Advisors at Long View Financial Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Gary Lee, financial advisor Spokane WA
Gary D. Lee
CRD#: 1242630
Spokane, WA

Gary Lee (CRD# 1242630) is an Investment Advisor Representative working at Long View Financial Services, Inc. in Spokane, WA and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals