Louis RothschildCRD Number: 3024230
Current Firm: Valmark Advisers, Inc.
Louis Rothschild (CRD# 3024230) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Saint Louis, MO and has over 19 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Valmark Advisers, Inc.||Akron, OH||Jul 2012 - Current||5|
|Valmark Insurance Agency, Inc.||Beachwood, OH||Sep 2002 - Current||15|
|Louis Rothschild Ins. Agency||St. Louis, MO||Sep 1989 - Current||28|
|The Fred Sale Agency||St. Louis, MO||Jul 1989 - Current||28|
|Rothschild, Sale & Assoc.||St. Louis, MO||Jul 1998 - Mar 2007||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1998|
|S65||NASAA Investment Advisors Law Examination||Jul 2011|
Total Assets Under Management4,934MILLIONS
Total Number of Accounts8,706ACCOUNTS
Average Account Value$566,729
- 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
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV