Chad Alan Durden

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

• 09/2022 → 12/2022
  Cambridge Investment Research Inc.
  Fairfield, IA
• 10/2022 → 12/2022
  Cambridge Investment Research Inc.
  Fairfield, IA
• 09/2005 → 12/2022
  Novogradac & Company Llp
  San Francisco, CA
• 01/2023 → Present
  Longview Wealth Management
  Atlanta, GA
• 01/2023 → Present
  M. S. Howells & Co.
  Scottsdale, AZ

Other Businesses

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.

Exams

• S66 Uniform Combined State Law Examination
  2022-11-26