Longview Financial Advisors, Inc.
Longview Financial Advisors, Inc. (CRD# 122451) is a financial advisory firm headquartered in Huntsville, AL. They manage $180,533,743 in 696 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management181MILLION
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Total Number of Accounts696ACCOUNTS
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Average Account Value$259,388
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, FL, GA, LA, NC, TN, TX
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.
Charles Johnson (CRD# 6899678) is an Investment Advisor Representative working at Longview Financial Advisors, Inc. in Gadsden, AL and has over 5 years of experience in the finance industry.
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.
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.