Longview Wealth Management
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About this Advisor
Wesley Bigler is a certified financial planner located in Atlanta, Georgia. Currently an advisor with Longview Wealth Management, Bigler has 13 years of professional experience. Bigler maintains a Series 63 license, certifying them as a securities representative. Bigler can work with customers in Georgia and Texas. Over the course of their career, Bigler has held roles at Cambridge Investment Research, Inc, Longview Wealth Management and Continuity Partners Group, LLC. Longview Wealth Management is based out of Atlanta, Georgia, and operates out of five other offices in the country. As a company, Longview Wealth Management oversees $580 million in assets throughout 1,796 client accounts and retains 31 staff members. The firm's total assets under management places it among the bigger firms in the nation. The firm manages 1,626 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 12% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Longview Wealth Management provides 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
Wesley Bigler Work History
Wesley has 13 years of experience.
Continuity Partners Group, LLC
Cambridge Investment Research, Inc
Longview Wealth Management
Wesley Bigler has no disclosures.
Please visit their SEC profile for more details.