CJ
Charles W. Johnson
LONGVIEW FINANCIAL ADVISORS
GLENCOE, AL
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CRD#: 6899678
CJ
Professional summary
Charles Wesley Johnson, CIMA® is a registered financial advisor currently at LONGVIEW FINANCIAL ADVISORS, INC. located in Glencoe, Alabama.
Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Charles has worked at 1 firm and has passed the Series 65 exam.
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.
I am a 25% member in Barton and Johnson LLC. We started in January of 2019. The LLC owns and operates Mr. Tees at 301 Locust St. Gadsden, AL 35901. It is a t-shirt screen printing business. My wife (who is a 25% member) and another 25% member run and operate the business. I have no ongoing involvement in the business other than consulting with business decision. It takes maybe a couple hours of my time a month and none of that time is taken from my Longview hours. This activity is non-investment related.
CRS (Client Relationship Summary) - RIA
Click below to view Charles Wesley Johnson's 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®
Experience
Current
March 21, 2019 - Present
LONGVIEW FINANCIAL ADVISORS, INC.
RIA
CRD#: 122451
GLENCOE, AL
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)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.Highlighted states indicate IAR registrations
IAR
Alabama(3/21/2019)
IAR
Texas(12/22/2020)
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)Upgrade to AdvisorCheck Premium
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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
6
SEC notice filing (6 States and Territories)
Documents
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 | ||
| 03/31/2025 |
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.
