Sara A. Mcintosh

LONGVIEW WEALTH MANAGEMENT

Atlanta, GA 30342

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CRD#: 5803325

Professional summary

Sara Ann Mcintosh, CFP®, who also goes by Sara Ann Foresman, is a registered financial advisor currently at LONGVIEW WEALTH MANAGEMENT located in Atlanta, Georgia and M. S. HOWELLS & CO. located in Atlanta, Georgia.

Sara is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Sara has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sara Ann Foresman

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.

SEPT 2012; LONGVIEW WEALTH MANAGEMENT, ATLANTA GA; INVESTMENT RELATED; ADVISORY SERVICES; FINANCIAL ADVISOR; FINANCIAL PLANNING &PORTFOLIO MANAGEMENT; DEVOTE 160 HRS/MONTH DURING MARKET HOURS FEB 2013; GA LIFE INSURANCE, ATLANTA, GA; LIFE INSURANCE; INSURANGAGENT; INSURANCE; DEVOTE 1 HR/MONTH DURING MARKET HOURS. JAN 2023; MS HOWELLS & CO; ATLANTA, GA, INVESTMENT RELATED; REGISTERED REPRESENTATIVE; 120/HRS/MONTH DURING MARKET HOURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sara Ann Mcintosh'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: 2014

Experience

Current

September 7, 2017 - Present

LONGVIEW WEALTH MANAGEMENT

Office #1: 5605 Glenridge Drive Suite 300, Atlanta, GA 30342

RIA

CRD#: 136214

Atlanta, GA

Current

January 3, 2023 - Present

M. S. HOWELLS & CO.

Office #1: 5605 Glenridge Dr Suite 300, Atlanta, GA 30342

CRD#: 104100

Atlanta, GA

Past

March 12, 2013 - December 31, 2022

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

ATLANTA, GA

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 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.

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

IAR

Georgia
(9/7/2017)

Georgia
(1/3/2023)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 6/7/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/11/2013

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

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

SEC notice filing (21 States and Territories)

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 Accounts	3,214
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.

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Sara A. Mcintosh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sara Ann Mcintosh's CRS (Customer Relationship Summary).

Certified licenses

Experience

LONGVIEW WEALTH MANAGEMENT

M. S. HOWELLS & CO.

CAMBRIDGE INVESTMENT RESEARCH, INC.

Primary Firm SEC Registration

LONGVIEW WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 63

Date: 6/7/2013

SIE

Date: 10/1/2018

Series 7

Date: 3/11/2013

FINRA

Current Firm

LONGVIEW WEALTH MANAGEMENT

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LONGVIEW WEALTH MANAGEMENT

TRUST BUT VERIFY

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