Nicole Louvar (CRD# 5331869) is an Investment Advisor Representative working at Guided Capital Wealth Management, LLC in Houston, TX and has over 4 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guided Capital Wealth Management | Houston, TX | Dec 2018 - Current | 5 |
| 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 |
- AZ
- TX
-
Total Assets Under Management112MILLIONS
-
Total Number of Accounts295ACCOUNTS
-
Average Account Value$378,298
- 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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