Michael
Lipsey

Longview Wealth Management

CRD#1255589
Investment Advisor
in Atlanta, GA
Are you Michael Lipsey? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

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

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

Disclosures

Michael Lipsey 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