Joseph P. Bedingfield

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CRD#: 2738827

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.

Joseph Pearson Bedingfield, who also goes by Joe Bedingfield, Joseph Pearson Bedingfield Jr, Joseph Pearson Bedingfield, was a registered financial advisor .

Joseph is a previously registered financial advisor and started their career in finance in 1996. Joseph had worked at 7 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Joe Bedingfield | Joseph Pearson Bedingfield Jr | Joseph Pearson Bedingfield

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

March 6, 2014 - August 8, 2014

LONGVIEW FINANCIAL ADVISORS, INC.

RIA

CRD#: 122451

HUNTSVILLE, AL

Past

November 10, 2004 - December 31, 2012

BEDINGFIELD FINANCIAL PLANNING, LLC

RIA

CRD#: 133087

BIRMINGHAM, AL

Past

October 15, 2003 - September 21, 2004

KINSIGHT, LLC

RIA

CRD#: 116047

BIRMINGHAM, AL

Past

July 27, 2000 - January 9, 2002

AFS EQUITIES, INC.

CRD#: 35464

BIRMINGHAM, AL

Past

January 13, 1998 - August 14, 1998

BBVA COMPASS INVESTMENT SOLUTIONS, INC

CRD#: 17086

BIRMINGHAM, AL

Past

May 24, 1996 - September 22, 1997

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

May 24, 1996 - September 22, 1997

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

LONGVIEW FINANCIAL ADVISORS, INC.

LONGVIEW FINANCIAL ADVISORS, INC. | WEST FINANCIAL CONSULTING, INC.

CRD#: 122451 / SEC#: 801-64122

RIA

Registered Investment Advisory firm - (3/31/2005 Approved)

Alabama

Registered Investment Advisory firm - (4/12/2005 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

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

State Security Law Exam

Series 63

Date: 5/30/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/23/1996

General Securities Representative Examination

Current Firm

LONGVIEW FINANCIAL ADVISORS, INC.

LONGVIEW FINANCIAL ADVISORS, INC. | WEST FINANCIAL CONSULTING, INC.

CRD#: 122451 / SEC#: 801-64122

RIA

Registered Investment Advisory firm - (3/31/2005 Approved)

Alabama

Registered Investment Advisory firm - (4/12/2005 Terminated)

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Contact information

Main Address

4245 Balmoral Drive Suite 306, Huntsville, AL 35801

Mailing Address

Phone number

(256) 534-1196

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (5/22/2025)

Regulatory assets under management

Total Number of Accounts	678
AUM (Assets Under Management)	$ 195,484,022

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/20/2025	Cover Page	Report
03/31/2025	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Joseph P. Bedingfield

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

BEDINGFIELD FINANCIAL PLANNING, LLC

KINSIGHT, LLC

AFS EQUITIES, INC.

BBVA COMPASS INVESTMENT SOLUTIONS, INC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

LONGVIEW FINANCIAL ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 5/30/1996

Series 7

Date: 5/23/1996

Current Firm

LONGVIEW FINANCIAL ADVISORS, INC.

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

LONGVIEW FINANCIAL ADVISORS, INC.

TRUST BUT VERIFY

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