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Colleen Lux Harrington

Investment adviser representative at Longview Financial Advisors, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$383.9MFirm 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

10 years in the industry.

  1. Apella WealthSep 2026 to now
  2. Longview Financial Advisors, LLCMay 2021 to now
  3. Facet Wealth, Inc.Aug 2020 to May 2021
  4. Armstrong, Fleming & Moore, Inc.Apr 2020 to Aug 2020
  5. UnemployedAug 2019 to Apr 2020
  6. Medstar Georgetown University HospitalFeb 2016 to Aug 2019

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 2 states (CA, VA).

Longview Financial Advisors, LLC

$383.9MAssets managed
125Clients
2Advisers
8 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
7247403
Firm CRD
291192
Advisor's SEC record (opens in a new tab)
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