CD
Chad A. Durden
LONGVIEW WEALTH MANAGEMENT
Atlanta, GA 30342
Some features on this profile are disabled
CRD#: 7631894
CD
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.
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) SEPT 2005, NOVOGRADAC & COMPANY, ALPHARETTA, GA; NON INVESTMENT RELATED; PUBLIC ACCOUNTING FIRM; PARTNER; SUPERVISE AND DIRECT FINANCIAL STATEMENT AUDITS AND TAX PREPARATION SERVICES; DEVOTE 10 HRS/MONTH DURING NON MARKET HOURS. 2) 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. 3) JAN 2023; LONGVIEW WEALTH MANAGEMENT, ATLANTA, GA; INVESTMENT RELATED; RIA; ADVISOR; INVESTMENT PORTFOLIO MANAGEMENT; DEVOTE 160 HRS/MONTH, 130 HRS/MONTH DURING MARKET HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Chad Alan Durden'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 10, 2023 - Present
LONGVIEW WEALTH MANAGEMENT
Office #1: 5605 Glenridge Drive Suite 300, Atlanta, GA 30342RIA
CRD#: 136214
Atlanta, GA
Current
January 3, 2023 - Present
M. S. HOWELLS & CO.
Office #1: 5605 Glenridge Dr Suite 300, Atlanta, GA 30342BD
CRD#: 104100
Atlanta, GA
Past
October 28, 2022 - December 31, 2022
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
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".
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
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
Tennessee(3/3/2023)
RR
Texas(3/3/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/27/2022
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.
