Nicole Louvar, financial advisor Houston TX

Nicole Louvar

CRD 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.

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Nxt:gen Financial Planning
Company Name Location Dates Years
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
Contact Info for Nicole C. Louvar
Phone Number: 832-975-0711
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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