Longview Wealth Management

Longview Wealth Management (CRD# 136214) is a financial advisory firm headquartered in Atlanta, GA. They manage $415,156,000 in 1,384 accounts and serve the financial needs of clients across 19 states (or territories).

By the Numbers
  • Total Assets Under Management
    415
    MILLION
  • Total Number of Accounts
    1,384
    ACCOUNTS
  • Average Account Value
    $299,968
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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, AZ, CA, CO, CT, FL, GA, IN, LA, MI, MO, NC, NY, OH, PA, SC, TN, TX, VA

Financial Advisors at Longview Wealth Management
Showing 1 - 10 of 20 top financial advisors.
1
Wesley D. Bigler
CRD#: 1081979
1100 Johnson Ferry Rd Ne, Ste 320, Atlanta, GA 30342
96
Wealthminder
score

Wesley Bigler (CRD# 1081979) is an Investment Advisor Representative working at Longview Wealth Management in Atlanta, GA and has over 34 years of experience in the finance industry. Wesley Bigler 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
James R. Bolton
CRD#: 1423412
1100 Johnson Ferry Rd Ne, Ste 320, Atlanta, GA 30342
96
Wealthminder
score

James Bolton (CRD# 1423412) is an Investment Advisor Representative working at Longview Wealth Management in Atlanta, GA and has over 29 years of experience in the finance industry. James Bolton 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
Thomas C. Bosley
CRD#: 26498
1100 Johnson Ferry Rd Ne, Ste 320, Atlanta, GA 30342
96
Wealthminder
score

Thomas Bosley (CRD# 26498) is an Investment Advisor Representative working at Longview Wealth Management in Atlanta, GA and has over 33 years of experience in the finance industry. Thomas Bosley 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.

4
Hector Diaz
CRD#: 811311
1100 Johnson Ferry Rd Ne Ste 320, Atlanta, GA 30342
96
Wealthminder
score

Hector Diaz (CRD# 811311) is an Investment Advisor Representative working at Longview Wealth Management in Atlanta, GA and has over 35 years of experience in the finance industry.

5
Kris C. Dwyer
CRD#: 1054719
1100 Johnson Ferry Rd Ne, Ste 320, Atlanta, GA 30342
96
Wealthminder
score

Kris Dwyer (CRD# 1054719) is an Investment Advisor Representative working at Longview Wealth Management in Atlanta, GA and has over 35 years of experience in the finance industry. Kris Dwyer 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.

6
Bruce E. Ellis
CRD#: 1743290
1100 Johnson Ferry Rd Ne, Ste 320, Atlanta, GA 30342
96
Wealthminder
score

Bruce Ellis (CRD# 1743290) is an Investment Advisor Representative working at Longview Wealth Management in Atlanta, GA and has over 30 years of experience in the finance industry. Bruce Ellis 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.

7
Susan B. Ganser
CRD#: 4358713
1100 Johnson Ferry Rd Ne, Ste 320, Atlanta, GA 30342
96
Wealthminder
score

Susan Ganser (CRD# 4358713) is an Investment Advisor Representative working at Longview Wealth Management in Atlanta, GA and has over 16 years of experience in the finance industry. Susan Ganser 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.

8
Ralph J. Lancaster
CRD#: 4413240
213 W Jefferson Street, Madison, GA 30650
96
Wealthminder
score

Ralph Lancaster (CRD# 4413240) is an Investment Advisor Representative working at Longview Wealth Management in Madison, GA and has over 15 years of experience in the finance industry. Ralph Lancaster 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.

9
Michael R. Lipsey
CRD#: 1255589
1100 Johnson Ferry Rd Ne, Ste 320, Atlanta, GA 30342
96
Wealthminder
score

Michael Lipsey (CRD# 1255589) is an Investment Advisor Representative working at Longview Wealth Management in Atlanta, GA and has over 33 years of experience in the finance industry. Michael Lipsey 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.

10
Michael B. McKay
CRD#: 4689273
1100 Johnson Ferry Rd Ne, Ste 320, Atlanta, GA 30342
96
Wealthminder
score

Michael McKay (CRD# 4689273) is an Investment Advisor Representative working at Longview Wealth Management in Atlanta, GA and has over 14 years of experience in the finance industry. Michael McKay 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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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.