Phillip Gipner has been Vice President of Longview Financial Advisors since May 2025, is a control person of the firm and directly owns between 10% and 25% of it. Phillip Gipner holds a B.S. in Education from the University of Alabama 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.
Andrew Gipner is Partner and Director of Financial Planning of Longview Financial Advisors. He is a lead financial planner who works with clients with equity compensation, young professionals, individuals nearing or at retirement, and special needs families. He served as national chair of NAPFA Genesis from 2015 to 2016.
- – present · 12 yearsAdviser representative · Firm CRD 122451
Professional designations
Listed by Longview Financial Advisors
- CFP®
- AEP®
Investment adviser representative registrations
Phillip Gipner is registered as an investment adviser representative in 3 states. The first approvals date from March 2014; the most recent is Texas, in May 2025.
- AlabamaSince 6 March 2014
- TennesseeSince 14 November 2022
- TexasSince 22 May 2025
Examinations
No examinations are on Phillip Gipner’s record.
- Full name
- Phillip Andrew Gipner
- CRD
- 6307240
- Firm
- Longview Financial Advisors · CRD 122451
- Role
- Vice President
- Registration
- Investment adviser registration
- In the industry since
- March 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- longviewfa.com
Where does Phillip Gipner work?
Phillip Gipner has been Vice President of Longview Financial Advisors, Inc. since May 2025, and is a control person of the firm.
Is Phillip Gipner a financial advisor?
Yes. Phillip Gipner has a current investment-adviser registration in Alabama, Tennessee and Texas, through Longview Financial Advisors since March 2014.
How many years of experience does Phillip Gipner have?
Phillip Gipner has 12 years in the financial industry, since March 2014, across 1 adviser firm.
Is Phillip Gipner registered with FINRA?
No. Phillip Gipner has no current broker registration.
Is Phillip Gipner a CFP?
Longview Financial Advisors lists Phillip Gipner with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Phillip Gipner’s record?
Search CRD 6307240 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Phillip Gipner’s full registration record.
