JG
Joel D. Greenway
LONGVIEW WEALTH MANAGEMENT
Madison, GA 30650
Some features on this profile are disabled
CRD#: 7156822
JG
Professional summary
Joel Daniel Greenway is a registered financial advisor currently at LONGVIEW WEALTH MANAGEMENT located in Madison, Georgia and M. S. HOWELLS & CO. located in Madison, Georgia.
Joel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Joel has worked at 3 firms and has passed the Series 66, Series 7TO and SIE 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.
1) AUG 2019; LONGVIEW WEALTH MANAGEMENT, MADISON, GA; INVESTMENT RELATED; INVESTMENT ADVISORY; FINANCIAL ADVISOR; DEVOTE 80HRS/MONTH DURING MARKET HOURS. 2) JAN 2023; MS HOWELLS & CO; ATLANTA, GA, INVESTMENT RELATED; REGISTERED REPRESENTATIVE; 120/HRS/MONTH DURING MARKET HOURS 3) Independent Insurance Agent for Various Insurance companies; Investment related- Yes; 153 W. Washington St. Madison GA 30650; Nature- Insurance agent; Position/Title- Insurance Agent; Start date- 7.30.2020; Approximately 40 hours per month, 40 hours during trading hours; Description- selling insurance
CRS (Client Relationship Summary) - RIA
Click below to view Joel Daniel Greenway'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®
NoneExperience
Current
January 31, 2020 - Present
LONGVIEW WEALTH MANAGEMENT
Office #1: 153 West Washington Street, Madison, GA 30650RIA
CRD#: 136214
Madison, GA
Current
January 3, 2023 - Present
M. S. HOWELLS & CO.
Office #1: 153 West Washington St., Madison, GA 30650BD
CRD#: 104100
Madison, GA
Past
October 2, 2019 - December 31, 2022
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
Madison, 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".
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(3/24/2023)
RR
Delaware(3/24/2023)
RR
Florida(3/14/2023)
IAR
Georgia(1/31/2020)
RR
Georgia(1/3/2023)
RR
Montana(4/14/2023)
RR
South Carolina(1/3/2023)
RR
Texas(4/14/2023)
RR
Virginia(4/12/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/1/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
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
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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
26
SEC notice filing (21 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,214 |
| AUM (Assets Under Management) | $ 1,104,703,390 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
