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Long View Financial Services, Inc CRD 139727
$66.3M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Spokane, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-27 |
| TX | RA | APPROVED_RES | 2014-05-29 |
| WA | RA | APPROVED | 2006-11-14 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners' Financial Services Of America | Scottsdale | AZ | 08/2006 | Present |
| Long View Financial Services, Inc | Spokane | WA | 11/2006 | Present |
| Spokane Audubon Society | Spokane | WA | 10/2015 | Present |
| Long View Financial Services, Inc | Spokane | WA | 08/2006 | Present |
1.) LONG VIEW FINANCIAL SERVICES, INC - PRESIDENT/PORTFOLIO MGR - REGISTERED INVESTMENT ADVISOR - SPOKANE, WA - SINCE 11/2006 - INVESTMENT RELATED 2.) SPOKANE AUDUBON SOCIETY - BOARD MEMBER - COMMUNITY, CIVIC OR CHARITABLE BOARD MEMBER OR OFFICER - SPOKANE, WA - SINCE 10/2015 - NOT INVESTMENT RELATED 3.) LONG VIEW FINANCIAL SERVICES - PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - SPOKANE, WA - SINCE 09/2006 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-15 |
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