Maxime Jean-LouisCRD Number: 5436759
Current Firm: Capital Guardian Wealth Management, LLC
Maxime Jean-Louis (CRD# 5436759) is an Investment Advisor Representative working at Capital Guardian Wealth Management, LLC in Fort Lauderdale, FL and has over 9 years of experience in the finance industry.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
|Capital Guardian, LLC||Fort Lauderdale, FL||Apr 2013 - Current||4|
|Capital Guardian Wealth Management, LLC||Fort Lauderdale, FL||Apr 2013 - Current||4|
|Bancplus Home Mortgage Center||Fort Lauderdale, FL||Dec 2005 - Current||11|
|Self Employed||Fort Lauderdale, FL||Aug 2000 - Current||16|
|Ameriprise Financial Services Inc.||Plantation, FL||Oct 2007 - Apr 2013||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2008|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Judgments / Liens
- Criminal Record
Total Assets Under Management480MILLIONS
Total Number of Accounts2,080ACCOUNTS
Average Account Value$230,895
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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