Phillip
Gipner
Longview Financial Advisors, Inc
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About this Advisor
Phillip Gipner is a financial advisor based in Huntsville, Alabama, working with Longview Financial Advisors, Inc. Phillip has previously held a position at Longview Financial Advisors, Inc and is registered to provide services in Alabama, Florida, Georgia, Louisiana, and Tennessee. Currently, Phillip is part of Longview Financial Advisors, Inc, which operates out of Huntsville, Alabama. The firm has one office and six employees. The firm manages assets totaling $180.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, publication of newsletters, and educational seminars. The fee structure at Longview Financial Advisors, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Longview Financial Advisors, Inc Brokerage Details
$180,533,743
6
696
$259,388
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Phillip Gipner Work History
Longview Financial Advisors, Inc
Disclosures
Please visit the SEC profile of Phillip Gipner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Longview Financial Advisors, Inc
Huntsville, AL
Huntsville, AL
Gadsden, AL
Huntsville, AL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
