Sara
Foresman

Longview Wealth Management

CRD#5803325
Investment Advisor
in Atlanta, GA
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About this Advisor

Sara Foresman is a certified financial planner based in Atlanta, Georgia, who has been in the advisory business for 12 years. Foresman currently works for Longview Wealth Management. During their career, the advisor has held roles at Cambridge Investment Research, Inc, Integras Partners, The Daniel Financial Group, LLC, Virginia Tech and Longview Wealth Management. Foresman has a Series 63 license, which qualifies them as a securities broker, and can advise clients in Georgia. Longview Wealth Management is an advisory firm that has its headquarters in Atlanta, Georgia. The firm has offices in five locations and a total of 31 employees. It administers $580 million in assets between its 1,796 client accounts, placing it among the larger firms in the United States by assets under management. Of its 1,796 accounts, just 12% are held by high-net-worth clients who have more than $1 million in investable assets. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors usually vary depending on which service is provided. However, fee types billed by Longview Wealth Management can be comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

12 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

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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

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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

Sara Foresman Work History

Sara has 12 years of experience.

2017 - Present (2 years)

Longview Wealth Management

2013 - Present (6 years)

Cambridge Investment Research, Inc

2012 - Present (7 years)

Longview Wealth Management

2012 - 2012 (< 1 year)

Integras Partners

2011 - 2011 (< 1 year)

The Daniel Financial Group, LLC

2006 - 2010 (4 years)

Virginia Tech

Disclosures

Sara Foresman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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