Longview Wealth Management

Investment Advisor
in Atlanta, GA
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About this Advisor

Michael Lipsey is a certified financial planner in Atlanta, Georgia. Currently an advisor with Longview Wealth Management, they have accumulated 10 years of professional experience in the financial advisory industry. Lipsey maintains Series 63 and Series 66 licenses, which designate the advisor as a securities agent. Lipsey can advise customers based out of Georgia, Texas and Louisiana. Over the course of their career, Lipsey has held roles at Cambridge Investment Research, Inc and Longview Wealth Management. Longview Wealth Management is based out of Atlanta, Georgia, and operates out of five offices in the country. As a firm, Longview Wealth Management oversees $580 million in assets dispersed across 1,796 client accounts and retains 31 staff members. The firm's total assets under 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 investment firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Longview Wealth Management can provide 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, Series 66, Certified Financial Planner

Years of Experience

10 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

1100 Johnson Ferry Rd Ne Ste 320
Atlanta, GA 30342

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Longview Wealth Management Brokerage Details

Total Assets Under Management


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


GA Average: 58
Total Number of Accounts


GA Average: 1,608
Average Account Size


GA Average: $2,220,225

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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

Michael Lipsey Work History

Michael has 10 years of experience.

2008 - Present (11 years)

Cambridge Investment Research, Inc

2008 - Present (11 years)

Longview Wealth Management


Michael Lipsey has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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