Longview Wealth Management
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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
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
Kris Dwyer Work History
Kris has 13 years of experience.
Cambridge Investment Research, Inc
Longview Wealth Management
Kris Dwyer has no disclosures.
Please visit their SEC profile for more details.