Kris Calvert Dwyer

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

• 10/2005 → Present
  Longview Wealth Management
  Atlanta, GA
• 01/2007 → 12/2022
  Cambridge Investment Research, Inc
  Fairfield, IA
• 01/2023 → 12/2024
  M. S. Howells & Co
  Scottsdale, AZ

Previous Registrations

• 2003-02-26 → 2006-12-31
  Cetera Wealth Services, Llc
  Atlanta, GA
  Atlanta, GA
• 2003-04-30 → 2005-10-07
  Financial Network Corp
  Atlanta, GA

Other Businesses

1) JAN 1990; INDEPENDENT INSURANCE AGENT, ATLANTA, GA; NON INVESTMENT RELATED; INSURANCE SALES DEVOTE 1 HR/MONTH DURING MARKET HOURS. 2) OCT 2005; LONGVIEW WEALTH MANAGEMENT, ATLANTA, GA; INVESTMENT RELATED; RIA; FINANCIAL ADVISOR; DEVOTE 150 HRS/MONTH DURING MARKET HOURS. 3) JUNE 2016; INMAN PARK UNITED METHODIST CHURCH, CHURCH STEWARDSHIP CHAIR, ATLANTA, GA; NON INVESTMENT RELATED; ,DEVOTE 3 HRS/MONTH, 1 HR/MONTH DURING MARKET HOURS.

Exams

• S63 Uniform Securities Agent State Law Examination
  1982-08-24

Designations

• Certified Financial Planner

Other Names

• Kris Leigh Calvert