Louis Jones (CRD# 5701805) is an Investment Advisor Representative working at Strategic Wealth Management Solutions, LLC in Virginia Beach, VA and has 1 year of experience in the finance industry.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 1962997
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Strategic Wealth Management Solutions, LLC | Virginia Beach, VA | May 2009 - Current | 14 |
- VA
-
Total Assets Under Management40MILLIONS
-
Total Number of Accounts55ACCOUNTS
-
Average Account Value$721,824
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
VA
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