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Vernon E. Bass

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CRD#: 14441
VB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Vernon Edward Bass, who also goes by Vern Bass, was a registered financial professional .

Vernon is a previously registered financial professional and started their career in finance in 1974. Vernon had worked at 20 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 1 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Vern Bass

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 6, 2016 - December 31, 2017

LONGVIEW WEALTH MANAGEMENT

RIA
CRD#: 136214
Denver, CO
Past

September 4, 2008 - May 27, 2016

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
LAKESIDE, CO
Past

September 4, 2008 - December 31, 2017

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
Denver, CO
Past

January 1, 1999 - September 4, 2008

CETERA ADVISORS LLC

RIA
CRD#: 10299
LAKESIDE, CO
Past

June 25, 1996 - September 4, 2008

CETERA ADVISORS LLC

BD
CRD#: 10299
LAKESIDE, CO
Past

December 8, 1994 - June 19, 1996

WEDBUSH SECURITIES INC.

BD
CRD#: 877
PASADENA, CA
Past

November 17, 1989 - December 9, 1994

AMERICAN FRONTEER FINANCIAL CORPORATION

BD
CRD#: 1398
DENVER, CO
Past

May 24, 1989 - January 9, 1990

WALL STREET WEST, INC.

BD
CRD#: 7529
Past

February 5, 1985 - April 24, 1989

SECURITIES USA, INC.

BD
CRD#: 14799
Past

December 17, 1984 - February 27, 1985

AMERICAN FRONTEER FINANCIAL CORPORATION

BD
CRD#: 1398
Past

December 4, 1984 - December 18, 1984

J. W. GANT & ASSOCIATES, INC.

BD
CRD#: 7963
Past

April 11, 1984 - November 29, 1984

THE STUART-JAMES COMPANY, INCORPORATED

BD
CRD#: 11691
Past

December 8, 1983 - April 4, 1984

RICHEY, FRANKEL & COMPANY

BD
CRD#: 8548
Past

September 17, 1983 - October 12, 1983

BLINDER, ROBINSON & CO., INC.

BD
CRD#: 5096
Past

March 24, 1982 - October 4, 1983

CENTENNIAL STATE SECURITIES, INC.

BD
CRD#: 8698
Past

May 6, 1980 - March 11, 1982

G. S. OMNI CORPORATION

BD
CRD#: 8141
Past

May 28, 1978 - October 21, 1983

AMERICAN WESTERN SECURITIES, INC.

BD
CRD#: 7619
Past

January 9, 1976 - April 5, 1980

SECO SECURITIES, INC.

BD
CRD#: 5363
Past

March 21, 1975 - May 28, 1978

PITTMAN & COMPANY, INCORPORATED

BD
CRD#: 5225
Past

February 3, 1975 - March 21, 1975

M.J.B. INVESTMENTS

BD
CRD#: 1000003
Past

December 10, 1974 - March 3, 1975

BIRKENMAYER INVESTMENTS, LTD.

BD
CRD#: 5690
Past

February 1, 1974 - January 5, 1975

BARTON AND COMPANY INCORPORATED

BD
CRD#: 6187

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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 11/16/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 3/2/2004
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 1
Date: 1/25/1974
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/23/1981
General Securities Principal 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)

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#: 136214

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