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Charles Wesley Johnson

Advisor at Longview Financial Advisors, Inc. — Glencoe, AL

Updated today

Credentials

Series 65

Experience

7 years

Location

Glencoe, AL

Longview Financial Advisors, Inc. logo

Longview Financial Advisors, Inc.

Supported

Total advisors

3

Across 3 offices

Clients per advisor

61 High

Avg AUM per client

$1,135,567 High

HNW client ratio

38% High

About

Charles Johnson is a financial advisor at Longview Financial Advisors, Inc. in Glencoe, AL, holding a Series 65 designation with six years of industry experience. He has been with Longview Financial Advisors since 2010. Longview Financial Advisors provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a research-driven, multi-asset class approach and offers discretionary and non-discretionary advisory services, pension consulting, and planning-only engagements.

Client services

Based on Longview Financial Advisors, Inc.

Financial planning Portfolio management Pension consulting Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Longview Financial Advisors, Inc.

General retirement planning Retirement income strategy Charitable giving & philanthropy Tax strategies for small businesses Private / alternative investments

Occupation focus

Based on Longview Financial Advisors, Inc.

Retired Founder/Business Owner

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Fee options

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $1,999,999: 0.85% $2,000,000 - $2,999,999: 0.75% $3,000,000 - $4,999,999: 0.65% $5,000,000+: 0.50%

Other

Account minimum: $250,000 Minimum fee: Capstone model: minimum fee $10,000 annually; Investment Only model: minimum fee $2,500 annually; Planning Only model: minimum fee $10,000 annually Fee-only: Fee-only basis; no commissions

Location

See office

Glencoe, AL

Glencoe AL

Advisors at this office

1

Most active in

Alabama · Texas

Work history

7 years of industry experience

Longview Financial Advisors, Inc.

2010 - Present • 16 years

Gadsden, AL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Tommie G

Series 63, Series 65

Gadsden, AL

Goggans Group Inc

Tommie Goggans is the sole advisor at Goggans Group Inc, an independent firm based in Gadsden, Alabama. He holds Series 63 and Series 65 licenses and has 21 years of industry experience, including 13 years with Goggans Group Inc. Goggans Group Inc is a fee-only investment adviser serving individual and small business clients with discretionary portfolio management and integrated financial planning. The firm emphasizes asset allocation and primarily uses exchange-traded funds, supplemented by stocks and bonds, to manage portfolios on a discretionary basis while incorporating client preferences and market conditions.

General retirement planning Cash flow / budgeting
user avatar

Michael H

Series 63, Series 65, Series 66

Jacksonville, AL

Belpointe Asset Management LLC

Michael Hindman is a financial advisor at Belpointe Asset Management LLC with 19 years of industry experience. He has been with Belpointe since 2016. Outside of his advisory work, he serves in leadership roles for several nonprofit organizations, including as board chairman of the Wesley Foundation and the Jacksonville Commercial Development Authority, and as treasurer for the Institute of Clergy Excellence and Calhoun/Cleburne County Habitat for Humanity. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting through customized portfolios, model portfolios, and third-party manager relationships.

College savings (529s, UTMA, etc.) General retirement planning Income planning Tax-loss harvesting Active portfolio management Executive Founder/Business Owner
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John D

Series 66

Gadsden, AL

Level Four Advisory Services

John Day II is a financial advisor at Level Four Advisory Services with one year of industry experience. He holds a Series 66 designation and previously worked at Bain & Company for seven years. His background also includes roles at AssetVault and the University of Virginia. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset management, retirement-plan consulting, and fiduciary services through model portfolios, wrap platforms, and sub-advisors.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax strategies for small businesses Wealth management Founder/Business Owner Executive
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Bryan M

Series 63, Series 66

Gadsden, AL

T. Rowe Price Advisory Services, Inc.

Bryan Mc Cain is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with T. Rowe Price since 2017 and previously worked at Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services from 2016 to 2017. T. Rowe Price Advisory Services offers a retirement-focused advisory service that combines financial planning, retirement income planning, and discretionary investment management using model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs. The service targets individual investors and households aiming for retirement goals and features electronic enrollment and proprietary fund investments.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
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Brian N

Series 63, Series 65

Rainbow City, AL

Cetera

Brian Nelson is a financial advisor with Cetera who holds the Series 63 and Series 65 licenses and has 19 years of industry experience. His prior roles include positions at OSAIC, N&P Private Wealth Management, SagePoint Financial, and MWA Financial Services. Nelson is a co-founder and board member of Mayhem Missions, a fitness-based nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive

Micah L

Series 66

Gadsden, AL

Merrill

Micah Langston is a Financial Advisor with Merrill Lynch Wealth Management, serving individuals, families, and small business owners by providing personalized financial guidance. He focuses on building strong relationships and understanding clients' unique goals to deliver strategies aimed at growing, preserving, and effectively using wealth. Micah emphasizes a planning-first approach that aligns financial decisions with broader life priorities, including retirement planning, investment management, risk management, and multigenerational planning. He holds a Bachelor's Degree from the University of Alabama System and maintains the Personal Investment Advisor (PIA) designation. His expertise includes employee benefits planning, managing new wealth, personal retirement planning, small business strategies, and working with clients in sports and entertainment sectors. Micah is also involved with professional and community organizations such as the Church of the Highlands, and volunteers with the Local Juvenile Center, Ronald McDonald House, and Samaritan's Purse - Operation Christmas Child. Outside of his professional role, Micah enjoys golfing, painting, pickleball, skiing, table tennis, and volleyball.

General retirement planning Wealth management Retirement income strategy Business ownership considerations Multi-generational wealth transfer Founder/Business Owner Financial Professional Established Professionals Parents Married/Couples/Partners
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