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Louis C. Werner

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CRD#: 2240599
LW

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Louis Charles Werner III was a registered financial professional .

Louis is a previously registered financial professional and started their career in finance in 1992. Louis had worked at 5 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 21, 1996 - December 18, 1997

ACUMENT SECURITIES, INC.

BD
CRD#: 7661
SAN FRANCISCO, CA
Past

April 22, 1994 - June 21, 1994

MCLAUGHLIN CAPITAL MARKETS, INC.

BD
CRD#: 29770
HALF MOON BAY, CA
Past

February 9, 1994 - March 11, 1994

GLOBAL STRATEGIES GROUP, INC.

BD
CRD#: 27414
NEW YORK, NY
Past

January 15, 1993 - January 31, 1994

EXPANSION CAPITAL SECURITIES

BD
CRD#: 24121
SAN FRANCISCO, CA
Past

July 16, 1992 - January 6, 1993

REYNOLDS KENDRICK STRATTON, INC.

BD
CRD#: 10414

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 8/2/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


AS
ACUMENT SECURITIES, INC.
ACUMENT SECURITIES, INC. | THOMAS F. WHITE & CO., INCORPORATED

CRD#: 7661 / SEC#: , 8-22999

BD
Terminated by SEC on 02/18/2003
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 06/20/1978
Firm type
Corporation
Fiscal year end
June
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ACUMENT HOLDING COMPANY, INC.HOLDING COMPANY
ANGLE, ROBERT THOMSONSTOCKHOLDER/CEO
BOLGATZ, MICHAEL GLENNCHIEF LEGAL OFFICER / SECRETARY1868497
CUELLO, MARYANN NARANJACFO2680985
SOUCIE, THOMAS ROYEXECUTIVE VICE PRESIDENT1275689
WHITE, THOMAS FRANKSTOCKHOLDER

Disclosures


Regulatory Event16
Arbitration12

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ACUMENT SECURITIES, INC.

CRD#: 7661

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