Nicole LouvarCRD Number: 5331869
Current Firm: Guided Capital Wealth Management, LLC
Nicole Louvar (CRD# 5331869) is an Investment Advisor Representative working at Guided Capital Wealth Management, LLC in Houston, TX and has over 3 years of experience in the finance industry.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Nxt:gen Financial Planning
|Guided Capital Wealth Management||Houston, TX||Dec 2018 - Current||4|
|Merit Financial Group, LLC||Alpharetta, GA||Jul 2019 - Nov 2020||1|
|Lifestyle Planning Solutions, LLC||Alpharetta, GA||Dec 2018 - Jul 2019||< 1|
|Unemployed||Houston, TX||Apr 2018 - Dec 2018||< 1|
|Edf Energy Trading||Houston, TX||Dec 2017 - Apr 2018||< 1|
|Noble Energy Americas||Houston, TX||Jan 2017 - Sep 2017||< 1|
|Engelhart Commodities Trading Partners||Houston, TX||Apr 2015 - Nov 2016||1|
|Citibank Trading, Na||Houston, TX||Apr 2010 - Mar 2015||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2019|
Total Assets Under Management51MILLIONS
Total Number of Accounts229ACCOUNTS
Average Account Value$224,860
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CO, TX
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