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Financial ADVSR advisor directory · SEC adviser records

Longview Wealth Management financial advisors in Atlanta, GA

Every SEC-registered investment adviser representative at a Longview Wealth Management office in Atlanta, A to Z.

9 registered advisors work at Longview Wealth Management in Atlanta, out of 13 at the firm nationwide; it ranks number 78 in the city by advisors. 4 list the CFP designation and 5 are also registered broker representatives.

Longview Wealth Management advisors in Atlanta, A to Z

Every Longview Wealth Management advisor →

Longview Wealth Management advisors in every city and state →Longview Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

Longview Wealth Management advisors in other cities

Columbus, GA 2Madison, GA 2

Other firms in Atlanta

All Atlanta advisors →

Morgan Stanley 411Merrill Lynch, Pierce, Fenner & Smith Incorporated 271J.P. Morgan Securities LLC 164Truist Advisory Services, Inc. 139UBS Financial Services Inc. 137Rockefeller Financial LLC 131Hb Wealth 110Advisory Services Network 107Openarc Corporate Advisory, LLC 95Wells Fargo Clearing Services, LLC 84Raymond James & Associates, Inc. 77Goldman Sachs Wealth Services, L.P. 75

Questions

How many financial advisors does Longview Wealth Management have in Atlanta?

9 investment adviser representatives are registered at Longview Wealth Management offices in Atlanta, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 13 nationwide. 4 list the CFP designation and 5 are also registered as broker representatives.

Is Longview Wealth Management one of the largest advisor employers in Atlanta?

Longview Wealth Management ranks number 78 in Atlanta by registered advisors; Morgan Stanley has the most, with 411.

How do I check a Longview Wealth Management advisor in Atlanta?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Longview Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.