SM
CFP
SM
CFP

Sara Mcintosh

13 Years of Experience
Atlanta, GA
BrokerSells Insurance

Sara Mcintosh is a CFP-designated registered investment advisor, based in Atlanta, GA, with 13 years of industry experience.

Location

5605 Glenridge Drive, Suite 300, Atlanta, GA, 30342

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Sara works as a financial advisor for Longview Wealth Management, dedicating full-time hours to financial planning and portfolio management. She also works as an insurance agent for GA Life Insurance, dedicating minimal time, and as a registered representative for MS Howells & Co, dedicating nearly full-time hours.

Employment History
Current Registrations
M. S. Howells & CO.Broker
January 2023 - Present · 3 yrs 3 mos
Longview Wealth Management
September 2017 - Present · 8 yrs 7 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
March 2013 - December 2022 · 9 yrs 9 mos
State Registrations1 state
GA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.