Longview Wealth Management

Longview Wealth Management (CRD# 136214) is a financial advisory firm headquartered in Atlanta, GA. They manage $986,754,089 in 3,074 accounts and serve the financial needs of clients across 21 states (or territories).

By the Numbers
  • Total Assets Under Management
    987
    MILLION
  • Total Number of Accounts
    3,074
    ACCOUNTS
  • Average Account Value
    $321,000
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, DE, FL, GA, IL, KS, LA, MD, MI, MO, NC, NJ, NY, SC, TN, TX, VA, WA

Financial Advisors at Longview Wealth Management
Showing 1 - 10 of 15 top financial advisors.
1
Kris C. Dwyer
CRD#: 1054719
5605 Glenridge Drive Suite 300, Atlanta, GA 30342

Kris Dwyer (CRD# 1054719) is an Investment Advisor Representative working at Longview Wealth Management in Atlanta, GA and has over 41 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.

2
Jessica H. Engebretsen
CRD#: 5900662
5605 Glenridge Drive Suite 300, Atlanta, GA 30342

Jessica Engebretsen (CRD# 5900662) is an Investment Advisor Representative working at Longview Wealth Management in Atlanta, GA and has over 12 years of experience in the finance industry. Jessica Engebretsen 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
Larry Q. Fisher
CRD#: 1211074
5605 Glenridge Drive Suite 300, Atlanta, GA 30342

Larry Fisher (CRD# 1211074) is an Investment Advisor Representative working at Longview Wealth Management in Atlanta, GA and has over 40 years of experience in the finance industry.

4
John H. Hayes
CRD#: 5138331
5605 Glenridge Drive, Suite 300, Atlanta, GA 30342

John Hayes (CRD# 5138331) is an Investment Advisor Representative working at Longview Wealth Management in Atlanta, GA and has over 10 years of experience in the finance industry.

5
Ralph J. Lancaster
CRD#: 4413240
213 W Jefferson Street, Madison, GA 30650

Ralph Lancaster (CRD# 4413240) is an Investment Advisor Representative working at Longview Wealth Management in Madison, GA and has over 21 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.

6
Kirk Licata
CRD#: 5790984
5605 Glenridge Drive, Suite 300, Atlanta, GA 30342

Kirk Licata (CRD# 5790984) is an Investment Advisor Representative working at Longview Wealth Management in Atlanta, GA and has over 11 years of experience in the finance industry. Kirk Licata 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
Michael R. Lipsey
CRD#: 1255589
5605 Glenridge Drive, Suite 300, Atlanta, GA 30342

Michael Lipsey (CRD# 1255589) is an Investment Advisor Representative working at Longview Wealth Management in Atlanta, GA and has over 39 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.

8
Sara A. McIntosh
CRD#: 5803325
5605 Glenridge Drive, Suite 300, Atlanta, GA 30342

Sara McIntosh (CRD# 5803325) is an Investment Advisor Representative working at Longview Wealth Management in Atlanta, GA and has over 10 years of experience in the finance industry. Sara McIntosh 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 B. McKay
CRD#: 4689273
3901 Glenn Road Suite A, Columbus, GA 31909

Michael McKay (CRD# 4689273) is an Investment Advisor Representative working at Longview Wealth Management in Columbus, GA and has over 20 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.

10
Jennifer H. Stewart
CRD#: 4671629
5605 Glenridge Drive Suite 300, Atlanta, GA 30342

Jennifer Stewart (CRD# 4671629) is an Investment Advisor Representative working at Longview Wealth Management in Atlanta, GA and has over 18 years of experience in the finance industry. Jennifer Stewart 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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