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).
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Total Assets Under Management987MILLION
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Total Number of Accounts3,074ACCOUNTS
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Average Account Value$321,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AL, AZ, CA, CO, DE, FL, GA, IL, KS, LA, MD, MI, MO, NC, NJ, NY, SC, TN, TX, VA, WA
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.