Kris Calvert Dwyer
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Retirement Planning
- Tax Planning
- Investment Planning
- Insurance Planning
- Comprehensive Financial Planning
- Retirement Income Management
- Estate Planning
Other Aliases
Kris Leigh Calvert
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
44 years in the financial services industry
Current & Past Employments
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Current Firm
FINANCIAL NETWORK CORPORATION | NORTHSTAR FINANCIAL COMPANIES, INC. | LONGVIEW WEALTH MANANGEMENT | LONGVIEW WEALTH MANAGEMENT, INC. | LONGVIEW WEALTH MANAGEMENT
Contact Information
Main Address
5605 Glenridge Drive Suite 300, Atlanta, GA 30342Phone Number
(404) 843-3100# of Employees
24SEC notice filing (23 States and Territories)
Registered to provide investment advisory services in 23 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
3,002AUM (Assets Under Management)
$1,153,580,840Similar Advisors
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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.
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Primary Firm SEC Registration
FINANCIAL NETWORK CORPORATION | NORTHSTAR FINANCIAL COMPANIES, INC. | LONGVIEW WEALTH MANANGEMENT | LONGVIEW WEALTH MANAGEMENT, INC. | LONGVIEW WEALTH MANAGEMENT
State Registrations and Notice Filings
(10/7/2005)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Kris Calvert Dwyer's CRS (Customer Relationship Summary).
Services Offered by Kris
- Retirement Planning
- Tax Planning
- Investment Planning
- Insurance Planning
- Comprehensive Financial Planning
- Retirement Income Management
- Estate Planning
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