We are proud to announce that Lauren Cooper, CFP®, has completed the process to become an Investment Advisor Representative (IAR) at Longview. By completing this process, Lauren becomes a lead financial planner at Longview, offering comprehensive financial planning to clients and specializing in working with clients interested in Medicare and Social Security planning. Please join us in congratulating Lauren on her accomplishment!
An Investment Advisor Representative is registered with their state’s securities regulator. An IAR has completed the testing and education requirements to provide investment advice to their clients.