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Chad Alan Durden

LONGVIEW WEALTH MANAGEMENT
ATLANTA, GA
·CRD# 7631894·4 years experience

Professional Summary

Chad Alan Durden is a registered financial advisor currently at LONGVIEW WEALTH MANAGEMENT located in Atlanta, Georgia and M. S. HOWELLS & CO. located in Atlanta, Georgia. Chad is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Chad has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

4 years in the financial services industry

Current & Past Employments

LONGVIEW WEALTH MANAGEMENT·CRD# 136214
RIA
5605 Glenridge Drive Suite 300, Atlanta, GA 30342
January 10, 2023 - Present
M. S. HOWELLS & CO.·CRD# 104100
BD
5605 Glenridge Dr Suite 300, Atlanta, GA 30342
January 3, 2023 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.·CRD# 39543
BD
Atlanta, GA
October 28, 2022 - December 31, 2022

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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 - SEC (9/19/2005 Approved)

Contact Information

Main Address

5605 Glenridge Drive Suite 300, Atlanta, GA 30342

Phone Number

(404) 843-3100

# of Employees

24

SEC notice filing (23 States and Territories)

Registered to provide investment advisory services in 23 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APPENDIX 1 WRAP BROCHURE (2/25/2026)

Regulatory Assets Under Management

Total Number of Accounts

3,002

AUM (Assets Under Management)

$1,153,580,840

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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) SEPT 2022; DURDEN TAX & ADVISORY SERVICES, LLC, CUMMING, GA; NON INVESTMENT RELATED; TAX PREPARATION AND CONSULTING PRACTICE FOR INDIVIDUALS; OWNER; DEVOTE 50 HRS/MONTH DURING NON MARKET HOURS. 2) JAN 2023; LONGVIEW WEALTH MANAGEMENT, ATLANTA, GA; INVESTMENT RELATED; RIA; ADVISOR; INVESTMENT PORTFOLIO MANAGEMENT; DEVOTE 160 HRS/MONTH, 130 HRS/MONTH DURING MARKET HOURS.

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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 - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(7/23/2026)
RR
Arizona
(10/19/2023)
RR
Delaware
(3/3/2023)
RR
Florida
(3/3/2023)
RR
Georgia
(1/3/2023)
IAR
Georgia
(1/10/2023)
RR
Idaho
(5/26/2023)
RR
Illinois
(8/2/2023)
RR
Kentucky
(1/2/2024)
RR
Missouri
(10/18/2023)
RR
North Carolina
(11/4/2024)
RR
Texas
(3/3/2023)
RR
Utah
(2/20/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Nov 2022About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Oct 2022About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Aug 2022About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Chad Alan Durden's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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