Longview Wealth Management
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About this Advisor
Hector Diaz is an advisor based in Atlanta, Georgia. Currently an advisor with Longview Wealth Management, Diaz has 11 years of professional experience. Diaz maintains a Series 63 license, qualifying the advisor as a securities broker. Diaz is able to serve clients based out of Georgia. During their career, Diaz has held roles at Cambridge Investment Research, Inc and Longview Wealth Management. Longview Wealth Management is based out of Atlanta, Georgia, and has five additional brick-and-mortar locations across the country. In aggregate, Longview Wealth Management manages $580 million in assets throughout 1,796 client accounts and retains 31 staff members. The level of assets currently under the firm's management makes it one of the larger financial advisory firms in the country. The firm manages 1,626 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 12% of the advisory firm's investors are high-net-worth individuals, meaning they have more than $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's fees may include 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
Hector Diaz Work History
Hector has 11 years of experience.
Cambridge Investment Research, Inc
Longview Wealth Management
Hector Diaz has no disclosures.
Please visit their SEC profile for more details.