Unclaimed Profile

Charles Wesley Johnson

LONGVIEW FINANCIAL ADVISORS, INC.·HUNTSVILLE, Alabama

Series 65Clean record7 years registeredLONGVIEW FINANCIAL ADVISORS, INC.

4245 BALMORAL DRIVE, HUNTSVILLE, AL 35801CRD# 6899678Firm CRD# 122451

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charles Wesley Johnson · HUNTSVILLE, AL

Registration

CRD #6899678 · LONGVIEW FINANCIAL ADVISORS, INC. · 7 years registered

Brand Profile

Not yet started

Career History

LONGVIEW FINANCIAL ADVISORS, INC.

Mar 2019 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 21, 2019

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LONGVIEW FINANCIAL ADVISORS, INC.

CRD 122451 · SEC 801-64122

AUM

$181M

Regulatory assets under management

Employees

696 client accounts

Services offered by LONGVIEW FINANCIAL ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at LONGVIEW FINANCIAL ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Charles Wesley Johnson offer?

Charles Wesley Johnson specializes in Financial Planning, Investment Management. Contact their office in HUNTSVILLE, Alabama for a consultation.

What are Charles Wesley Johnson's credentials?

Charles Wesley Johnson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Wesley Johnson located?

Charles Wesley Johnson is based in HUNTSVILLE, Alabama, working with LONGVIEW FINANCIAL ADVISORS, INC.. Their office serves clients in the HUNTSVILLE metropolitan area and surrounding communities.

How does Charles Wesley Johnson charge for services?

Charles Wesley Johnson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LONGVIEW FINANCIAL ADVISORS, INC.?

LONGVIEW FINANCIAL ADVISORS, INC. has approximately 6 employees and manages $181M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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