Kris
Dwyer

Longview Wealth Management

CRD#1054719
Investment Advisor
in Atlanta, GA
Are you Kris Dwyer? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Kris Dwyer is a certified financial planner who works in Atlanta, Georgia. Currently an investment advisor at Longview Wealth Management, Dwyer has 13 years of work experience. Dwyer holds a Series 63 license, designating them as a securities representative. Dwyer is registered to act as an advisor in Georgia. Over the course of their career, Dwyer 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 locations in the nation. As a company, 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 places it among the bigger investment advisory firms in the nation. The firm manages 1,626 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 12% of the firm's customers 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 may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

13 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

1100 Johnson Ferry Rd Ne Ste 320
Atlanta, GA 30342

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Longview Wealth Management Brokerage Details

Total Assets Under Management

$579,713,045

GA Average: $3,570,121,308
Total Number of Employees

27

GA Average: 58
Total Number of Accounts

1,942

GA Average: 1,608
Average Account Size

$298,513

GA Average: $2,220,225

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Kris Dwyer Work History

Kris has 13 years of experience.

2007 - Present (12 years)

Cambridge Investment Research, Inc

2005 - Present (14 years)

Longview Wealth Management

Disclosures

Kris Dwyer has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started