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Larry West

Retired Owner at Longview Financial Advisors

No current adviser or broker registrationUpdated

Larry West is Retired Owner of Longview Financial Advisors, Inc., a Huntsville investment adviser managing $208M. Larry West has past investment-adviser registrations through 1 firm and has passed the Series 63 and Series 2.

1
Past adviser firms
2
Licensing exams

From the IAPD record, checked 22 October 2026SEC record

Career

Larry West has been Retired Owner of Longview Financial Advisors since January 2002, is not listed as a control person, but directly owns between 10% and 25% of the firm.

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.

  1. – · 13 years
    Huntsville, AL · Adviser representative · Firm CRD 122451

Credentials and registrations

Examinations

Series 219 June 1995
Name
Non-Member General Securities Examination
Series 6326 May 1995
Name
Uniform Securities Agent State Law Examination

Key facts

Full name
Larry Knight West
CRD
2625178
Firm
Longview Financial Advisors · CRD 122451
Role
Retired Owner
Registration
No current adviser or broker registration
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Larry West work?

Larry West has been Retired Owner of Longview Financial Advisors, Inc. since January 2002.

Source: Form ADV, Schedule A, filed 21 May 2026

Does Larry West have a current investment-adviser registration?

Larry West has no current investment-adviser or broker registration.

Source: IAPD individual record, checked 22 October 2026

What exams has Larry West passed?

Larry West has passed 2 licensing exams: the Series 63 and Series 2. The earliest, the Series 63, was passed in May 1995.

Source: IAPD individual record, checked 22 October 2026

Where was Larry West previously registered as an investment adviser?

Larry West has past investment-adviser registrations through Longview Financial Advisors, Inc., September 2003 to March 2017, across 1 firm.

Source: IAPD individual record, checked 22 October 2026

Is Larry West registered with FINRA?

No. Larry West has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Larry West’s record?

Search CRD 2625178 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Larry West’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Longview Financial Advisors

Sources

  1. IAPD individual record, CRD 2625178, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Longview Financial Advisors, Inc., filed 21 May 2026. Title, control and ownership bands.