Ralph Joseph Lancaster
Investment adviser representative at Longview Wealth Management
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- M. S. Howells & Co.Jan 2023 to now
- Longview Wealth ManagementJan 2015 to now
- Cambridge Investment Research IncJan 2015 to Dec 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
State registrations
Registered as an investment adviser representative in 2 states (GA, LA).
Longview Wealth Management
Legal name: Longview Wealth Management, Inc.
$1.2BAssets managed
1,185Clients
13Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4413240
- Firm CRD
- 136214