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Joel Greenway

Advisor at Longview Wealth Management

Updated today

Location

Madison, GA 30650

Credentials

Series 66

Industry experience

6 years

About

Joel Greenway is a financial advisor at LongView Wealth Management in Madison, GA, with six years of industry experience. He holds a Series 66 designation and has worked at firms including Cambridge Investment Research and Bank of Madison. Outside of advisory roles, he is also an independent insurance agent. LongView Wealth Management serves individuals, pension and profit-sharing plans, and business clients with portfolio management, financial planning, and specialized services such as divorce financial consulting. The firm employs economic, fundamental, and technical analysis and offers both discretionary and non-discretionary management, utilizing mutual funds, ETFs, stocks, and bonds through multiple program structures and custodians.

Client services

Based on Longview Wealth Management

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Longview Wealth Management

Divorce financial planning Cash flow / budgeting College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fee for asset allocation services up to $15,000; divorcing planning retainer generally $2,500

Percentage

$0 - $100,000: 1.75% $100,000 - $250,000: 1.50% $250,000 - $500,000: 1.25% $500,000 - $1,000,000: 1.20% $1,000,000+: 1.00%

Commissions

Commissions earned through insurance products and broker/dealer activities if clients purchase through advisory representatives in those capacities

Project-based

Divorce planning consulting hourly rates up to $400 for advisory representative services and $150 for administrative time; financial planning hourly fees up to $500 per hour

Other

Minimum fee: Minimum fees are $1,000 for inclusive planning and $500 for limited areas of concern Fee-only: Initial and/or periodic financial planning fees ranging from $1,000 to $15,000; hourly planning fees up to $500 per hour

Location

153 West Washington Street

Madison, GA 30650

Most active in

Georgia

Work history

M. S. HOWELLS & cO.

2023 - Present (3 years)

LongView Wealth Management

2020 - Present (6 years)

Cambridge Investment Research

2019 - 2022 (3 years)

Cambridge Investment Research

2019 - 2022 (3 years)

Bank of Madison

2016 - 2019 (3 years)

Crossed Timbers Harvesting, INC

2011 - 2016 (5 years)

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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CFP®, CFA®, PFS™, Series 63, Series 65

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James Hankinson is a CFP®, CFA®, and PFS™ credentialed advisor with 18 years of industry experience. He is the sole advisor at Hankinson Wealth Advisors LLC in Greensboro, GA, where he has worked since 2018. Prior to that, he was with Hankinson Wealth Management, Inc. for over two decades. Hankinson also holds Series 63 and Series 65 licenses. Hankinson Wealth Advisors provides discretionary and non-discretionary wealth management services, combining ongoing financial planning and portfolio management for individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations. The firm emphasizes personalized asset allocation using mutual funds, ETFs, and individual securities, with continuous monitoring and rebalancing.

Wealth management
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ChFC®, Series 63, Series 66

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Series 66

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Active portfolio management Options & derivatives strategies
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