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Kris Calvert Dwyer

Kris C. Dwyer

LONGVIEW WEALTH MANAGEMENT
Atlanta, GA 30342
Some features on this profile are disabled
CRD#: 1054719
Kris Calvert Dwyer

Professional summary

Kris Calvert Dwyer, CFP®, who also goes by Kris Leigh Calvert, is a registered financial advisor currently at LONGVIEW WEALTH MANAGEMENT located in Atlanta, Georgia.

Kris is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Kris has worked at 7 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

What are your service offerings?
Retirement Planning
Tax Planning
Investment Planning
Insurance Planning
Comprehensive Financial Planni...
Retirement Income Management
Estate Planning
Are you a "fiduciary"?
Yes

Aliases

Kris Leigh Calvert

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) JAN 1990; INDEPENDENT INSURANCE AGENT, ATLANTA, GA; NON INVESTMENT RELATED; INSURANCE SALES DEVOTE 1 HR/MONTH DURING MARKET HOURS. 2) OCT 2005; LONGVIEW WEALTH MANAGEMENT, ATLANTA, GA; INVESTMENT RELATED; RIA; FINANCIAL ADVISOR; DEVOTE 150 HRS/MONTH DURING MARKET HOURS. 3) JUNE 2016; INMAN PARK UNITED METHODIST CHURCH, CHURCH STEWARDSHIP CHAIR, ATLANTA, GA; NON INVESTMENT RELATED; ,DEVOTE 3 HRS/MONTH, 1 HR/MONTH DURING MARKET HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kris Calvert Dwyer's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2013

Experience

Current

October 7, 2005 - Present

LONGVIEW WEALTH MANAGEMENT

Office #1: 5605 Glenridge Drive Suite 300, Atlanta, GA 30342
RIA
CRD#: 136214
Atlanta, GA
Past

January 3, 2023 - December 31, 2024

M. S. HOWELLS & CO.

BD
CRD#: 104100
ATLANTA, GA
Past

January 3, 2007 - December 31, 2022

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
ATLANTA, GA
Past

April 30, 2003 - October 7, 2005

FINANCIAL NETWORK CORP

RIA
CRD#: 110229
ATLANTA, GA
Past

February 26, 2003 - December 31, 2006

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
ATLANTA, GA
Past

September 28, 1994 - December 31, 2006

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
ATLANTA, GA
Past

May 19, 1989 - July 18, 1994

KEOGLER, MORGAN & COMPANY, INC.

BD
CRD#: 16546
ATLANTA, GA
Past

May 15, 1986 - May 30, 1989

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

July 22, 1982 - May 27, 1986

FSC SECURITIES CORPORATION

BD
CRD#: 7461

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LW
LONGVIEW WEALTH MANAGEMENT
FINANCIAL NETWORK CORPORATION | NORTHSTAR FINANCIAL COMPANIES, INC. | LONGVIEW WEALTH MANANGEMENT | LONGVIEW WEALTH MANAGEMENT, INC. | LONGVIEW WEALTH MANAGEMENT

CRD#: 136214 / SEC#: 801-64708

RIA
Registered Investment Advisory firm - (9/19/2005 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Georgia
(10/7/2005)

Exams

State Security Law Exam
RR
Series 63
Date: 8/24/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/17/1982
General Securities Representative Examination

Current Firm

LW
LONGVIEW WEALTH MANAGEMENT
FINANCIAL NETWORK CORPORATION | NORTHSTAR FINANCIAL COMPANIES, INC. | LONGVIEW WEALTH MANANGEMENT | LONGVIEW WEALTH MANAGEMENT, INC. | LONGVIEW WEALTH MANAGEMENT

CRD#: 136214 / SEC#: 801-64708

RIA
Registered Investment Advisory firm - (9/19/2005 Approved)
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Contact information

Main Address
5605 Glenridge Drive Suite 300, Atlanta, GA 30342
Mailing Address
Phone number
(404) 843-3100
Established
Firm type
Fiscal year end
# of Employees
26

SEC notice filing (21 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APPENDIX 1 WRAP BROCHURE (3/24/2025)
ADV PART II BROCHURE (3/24/2025)

Regulatory assets under management

Total Number of Accounts3,214
AUM (Assets Under Management)$ 1,104,703,390

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

LONGVIEW WEALTH MANAGEMENT

CRD#: 136214Atlanta, GA 30342

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