Longview Financial Advisors, Inc.

Longview Financial Advisors, Inc. (CRD# 122451) is a financial advisory firm headquartered in Huntsville, AL. They manage $134,530,000 in 739 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    135
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, FL, GA, LA, TX

Financial Advisors at Longview Financial Advisors, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Jeffrey R. Cedarholm
CRD#: 4581070
110 Bay Street, Gadsden, AL 35901
96
Wealthminder
score

Jeffrey Cedarholm (CRD# 4581070) is an Investment Advisor Representative working at Longview Financial Advisors, Inc. in Gadsden, AL and has over 17 years of experience in the finance industry. Jeffrey Cedarholm 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.

2
Larry K. West
CRD#: 2625178
2430 L&n Drive, Suite A, Huntsville, AL 35801
96
Wealthminder
score

Larry West (CRD# 2625178) is an Investment Advisor Representative working at Longview Financial Advisors, Inc. in Huntsville, AL and has over 22 years of experience in the finance industry. Larry West 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.

3
Jeffrey W. Jones
CRD#: 6566229
2430 L&N Drive, Suite A, Huntsville, AL 35801
95
Wealthminder
score

Jeffrey Jones (CRD# 6566229) is an Investment Advisor Representative working at Longview Financial Advisors, Inc. in Huntsville, AL and has 4 years of experience in the finance industry. He serves clients as a fee-only financial planner and fiduciary. 

 

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.

 

Jeff Jones 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.

4
Jessica H. Smith
CRD#: 5492682
2430 L&n Drive, Suite A, Huntsville, AL 35801
95
Wealthminder
score

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.

 

5
Phillip A. Gipner
CRD#: 6307240
2430 L&n Drive, Suite A, Huntsville, AL 35801
90
Wealthminder
score

Phillip Gipner (CRD# 6307240) is an Investment Advisor Representative working at Longview Financial Advisors, Inc. in Huntsville, AL and has 1 year of experience in the finance industry. Phillip Gipner 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.

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