Sara Ann Mcintosh

Employer firm

Longview Wealth Management CRD 136214

$1.15B regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → 12/2022
  Cambridge Investment Research, Inc
  Fairfield, IA
• 09/2012 → Present
  Longview Wealth Management
  Atlanta, GA
• 08/2017 → Present
  Longview Wealth Management
  Atlanta, GA
• 01/2023 → Present
  M. S. Howells & Co
  Scottsdale, AZ

Other Businesses

SEPT 2012; LONGVIEW WEALTH MANAGEMENT, ATLANTA GA; INVESTMENT RELATED; ADVISORY SERVICES; FINANCIAL ADVISOR; FINANCIAL PLANNING &PORTFOLIO MANAGEMENT; DEVOTE 160 HRS/MONTH DURING MARKET HOURS FEB 2013; GA LIFE INSURANCE, ATLANTA, GA; LIFE INSURANCE; INSURANGAGENT; INSURANCE; DEVOTE 1 HR/MONTH DURING MARKET HOURS. JAN 2023; MS HOWELLS & CO; ATLANTA, GA, INVESTMENT RELATED; REGISTERED REPRESENTATIVE; 120/HRS/MONTH DURING MARKET HOURS

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-06-07

Designations

• Certified Financial Planner

Other Names

• Sara Ann Foresman