Unclaimed Profile

Jeffrey Roland Cedarholm

LONGVIEW FINANCIAL ADVISORS, INC.·HUNTSVILLE, Alabama

Clean recordLONGVIEW FINANCIAL ADVISORS, INC.

4245 BALMORAL DRIVE, HUNTSVILLE, AL 35801CRD# 4581070Firm CRD# 122451

Profile Verification

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

Identity

Jeffrey Roland Cedarholm · HUNTSVILLE, AL

Registration

CRD #4581070 · LONGVIEW FINANCIAL ADVISORS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jeffrey Roland Cedarholm is a registered financial advisor based in HUNTSVILLE, Alabama, affiliated with LONGVIEW FINANCIAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

LONGVIEW FINANCIAL ADVISORS, INC.

AUM

$181M

Regulatory assets under management

Employees

Total firm employees

View all advisors at LONGVIEW FINANCIAL ADVISORS, INC. →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4581070

Firm CRD# 122451

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Roland Cedarholm offer?

Jeffrey Roland Cedarholm specializes in Financial Planning, Investment Management. Contact their office in HUNTSVILLE, Alabama for a consultation.

What are Jeffrey Roland Cedarholm's credentials?

Jeffrey Roland Cedarholm is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Roland Cedarholm located?

Jeffrey Roland Cedarholm 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 Jeffrey Roland Cedarholm charge for services?

Jeffrey Roland Cedarholm'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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