Laurie W. Fortson
Professional summary
Laurie W Fortson, who also goes by Laurie Wires Fortson, is a registered financial advisor currently at LONGVIEW WEALTH MANAGEMENT located in Atlanta, Georgia and M. S. HOWELLS & CO. located in Madison, Georgia.
Laurie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Laurie has worked at 3 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Laurie W Fortson's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 12, 2026 - Present
LONGVIEW WEALTH MANAGEMENT
Office #1: 5605 Glenridge Drive Suite 300, Atlanta, GA 30342July 9, 2024 - Present
M. S. HOWELLS & CO.
Office #1: 153 West Washington St., Madison, GA 30650April 8, 2019 - December 31, 2022
CAMBRIDGE INVESTMENT RESEARCH, INC.
Primary Firm SEC Registration
LONGVIEW WEALTH MANAGEMENT
CRD#: 136214 / SEC#: 801-64708
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/12/2026)
Exams
Series 7TO
Date: 4/8/2019
General Securities Representative ExaminationFINRA
Current Firm
LONGVIEW WEALTH MANAGEMENT
CRD#: 136214 / SEC#: 801-64708
Contact information
SEC notice filing (21 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,002 |
| AUM (Assets Under Management) | $ 1,153,580,840 |
Red Flags
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