Longview Wealth Management
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About this Advisor
Bruce Ellis is a certified financial planner whose office is in Atlanta, Georgia. Currently a registered advisor with Longview Wealth Management, they have accrued 13 years of professional experience in the financial advisory industry. Ellis maintains a Series 63 license, which qualifies the advisor as a securities broker. Ellis is registered to act as a financial advisor based out of Georgia and Texas. Their career trajectory has included roles at Cambridge Investment Research, Inc and Longview Wealth Management. Longview Wealth Management is located in Atlanta, Georgia, and has five additional brick-and-mortar locations throughout the United States. In total, Longview Wealth Management manages $580 million in assets across 1,796 accounts and employs 31 staff members. The level of assets currently under the firm's management places it among the bigger firms in the nation. The firm manages 1,626 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 12% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Longview Wealth Management can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Longview Wealth Management Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Bruce Ellis Work History
Bruce has 13 years of experience.
Cambridge Investment Research,Inc
Longview Wealth Management
Bruce Ellis has no disclosures.
Please visit their SEC profile for more details.