Larry
Fisher

Longview Wealth Management

CRD#1211074
Investment Advisor
in Atlanta, GA

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About this Advisor

Larry Fisher is a financial advisor operating out of Atlanta, Georgia with 18 years of industry experience. Fisher is an advisor for Longview Wealth Management. Fisher has gained experience at Cambridge Investment Research, Inc, Longview Wealth Management and M. S. Howells & Co. Fisher holds a Series 63 license, which qualifies them as a securities agent, and can operate in Georgia and Texas. Longview Wealth Management is a financial advisory firm that has its headquarters in Atlanta, GA. It has offices in two locations and a total of 26 people on staff. It manages $880 million in assets under management among its 2,944 accounts, making it one of the bigger investment advisory firms in the nation by assets under management. Of its 2,944 client accounts, 21% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Longview Wealth Management provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules largely vary depending on which services the firm provides the client. Fees billed by Longview Wealth Management most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

18 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

Office Location

5605 Glenridge Drive Suite 300
Atlanta, GA 30342

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Longview Wealth Management Brokerage Details

Total Assets Under Management

$880,416,844

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

26

GA Average: 58
Total Number of Accounts

2,944

GA Average: 1,608
Average Account Size

$299,055

GA Average: $2,220,225

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

Larry Fisher Work History

Larry has been registered as a financial advisor for 18 years.*

2023 - Present (1 year)

M. S. Howells & Co

2005 - Present (19 years)

Longview Wealth Management

2007 - 2022 (15 years)

Cambridge Investment Research, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Larry Fisher 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 Wealth Management

Sara Mcintosh
Atlanta, GA
Samuel Wishneff
Atlanta, GA
Sarah Clayton
Columbus, GA
Spencer Garrett
Richmond, VA
Jessica Engebretsen
Atlanta, GA
Douglas Stefanini
Atlanta, GA
Nathan Wilinski
Atlanta, GA
Kirk Licata
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

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