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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Ross Lipsey is a financial advisor at Longview Wealth Management, an independent Registered Investment Advisor (RIA) headquartered in Atlanta, Georgia. With over 20 years of experience in the financial services industry, Michael has a comprehensive understanding of investment strategies, financial planning, and portfolio management. Michael is a Certified Financial Planner™ professional, demonstrating a commitment to ongoing education and providing clients with tailored financial advice. Longview Wealth Management provides comprehensive wealth management services to individuals and families, specializing in investment management, retirement planning, and estate planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
GA
07/02/2008 - Present
Longview Wealth Management (ATLANTA GA)
GA
07/02/2008 - 12/31/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (ATLANTA GA)
GA
08/01/2001 - 07/03/2008
SYNOVUS SECURITIES, INC. (COLUMBUS GA)
GA
04/01/1998 - 08/01/2001
ROBERT ANDREW SECURITIES, INC. (ATLANTA GA)
IA
05/27/1994 - 03/26/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
GA
05/19/1989 - 05/27/1994
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
CA
02/01/1988 - 05/30/1989
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NA
05/16/1984 - 02/17/1988
WADDELL & REED, INC.
BOTH
Issued 08/04/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
BC
Issued 06/04/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/11/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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