Charles Johnson has been Chief Investment Officer of Longview Financial Advisors since June 2017, is a control person of the firm and directly owns between 10% and 25% of it. Charles Johnson holds a B.S. in Economics from Jacksonville State University and an M.S. in Financial Planning from the University of Alabama.
Longview Financial Advisors, Inc. is a Huntsville, AL firm with $208M under management, 182 clients and 3 advisers across 5 offices, as of its May 2026 filing.
Wes Johnson is Partner and Chief Investment Officer of Longview Financial Advisors. As head of Investment Management, he conducts market research, develops investment recommendations and implements client portfolios.
- – present · 7 yearsGlencoe, AL · Adviser representative · Firm CRD 122451
Professional designations
Listed by Longview Financial Advisors
- CIMA®
Investment adviser representative registrations
Charles Johnson is registered as an investment adviser representative in 2 states. The first approvals date from March 2019; the most recent is Texas, in December 2020.
- AlabamaSince 21 March 2019
- TexasSince 22 December 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 March 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Charles Wesley Johnson
- CRD
- 6899678
- Firm
- Longview Financial Advisors · CRD 122451
- Role
- Chief Investment Officer
- Office
- Glencoe, AL
- Registration
- Investment adviser registration
- In the industry since
- March 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- longviewfa.com
Where does Charles Johnson work?
Charles Johnson has been Chief Investment Officer of Longview Financial Advisors, Inc. since June 2017, and is a control person of the firm.
Is Charles Johnson a financial advisor?
Yes. Charles Johnson has a current investment-adviser registration in Alabama and Texas, through Longview Financial Advisors since March 2019.
How many years of experience does Charles Johnson have?
Charles Johnson has 7 years in the financial industry, since March 2019, across 1 adviser firm.
What exams has Charles Johnson passed?
Charles Johnson passed the Series 65 in March 2019.
Where is Charles Johnson based?
Charles Johnson’s registered office is in Glencoe, AL.
Is Charles Johnson registered with FINRA?
No. Charles Johnson has no current broker registration.
How can I verify Charles Johnson’s record?
Search CRD 6899678 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Charles Johnson’s full registration record.
