AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
Ralph Joseph Lancaster JR.

Ralph J. Lancaster

LONGVIEW WEALTH MANAGEMENT
MADISON, GA 30650
Some features on this profile are disabled
CRD#: 4413240
Ralph Joseph Lancaster JR.

Professional summary

Ralph Joseph Lancaster JR., CFP® is a registered financial advisor currently at LONGVIEW WEALTH MANAGEMENT located in Madison, Georgia and M. S. HOWELLS & CO. located in Madison, Georgia.

Ralph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Ralph has worked at 7 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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) - RIA

Click below to view Ralph Joseph Lancaster JR.'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: 2008

Experience

Current

February 10, 2015 - Present

LONGVIEW WEALTH MANAGEMENT

Office #1: 213 W Jefferson Street, Madison, GA 30650
RIA
CRD#: 136214
MADISON, GA
Current

January 3, 2023 - Present

M. S. HOWELLS & CO.

Office #1: 153 West Washington St., Madison, GA 30650
BD
CRD#: 104100
Madison, GA
Past

January 23, 2015 - December 31, 2022

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
Madison, GA
Past

October 11, 2011 - February 10, 2015

LPL FINANCIAL LLC

RIA
CRD#: 6413
MADISON, GA
Past

October 11, 2011 - February 10, 2015

LPL FINANCIAL LLC

BD
CRD#: 6413
MADISON, GA
Past

May 13, 2008 - October 11, 2011

UVEST FINANCIAL SERVICES GROUP, INC.

RIA
CRD#: 13787
MADISON, GA
Past

March 7, 2008 - October 11, 2011

UVEST FINANCIAL SERVICES GROUP, INC.

BD
CRD#: 13787
MADISON, GA
Past

December 7, 2004 - January 22, 2008

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
MCDONOUGH, GA
Past

April 2, 2002 - November 8, 2004

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(11/14/2025)
RR
Colorado
(4/24/2023)
RR
Delaware
(1/26/2023)
RR
Florida
(1/26/2023)
IAR
Georgia
(2/10/2015)
RR
Georgia
(1/3/2023)
IAR
Louisiana
(8/1/2016)
RR
North Carolina
(4/19/2023)
RR
South Carolina
(1/26/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 4/4/2002
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: 4/1/2002
General Securities Representative Examination
SRO Registrations
RR
FINRA

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)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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#: 136214Madison, GA 30650

TRUST BUT VERIFY

Monitor Ralph Lancaster

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Ryan K Taleghani
Ryan TaleghaniAdvisorCheck Check Mark
PENINSULA EQUITY CAPITAL
IAR
San Carlos, CA
Michael Lee Erpenbach
Michael ErpenbachAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Lake Elmo, MN
Benjamin Pierce Stroh
Benjamin StrohAdvisorCheck Check Mark
PFS INVESTMENTS INC.
IAR
RR
Skaneateles, NY
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.