Raymond Scott Louden
Professional Summary
Raymond Scott Louden, who also goes by R Scott Louden, Scott Louden, is a registered financial advisor currently at WESTPOINT WEALTH MANAGEMENT, LLC located in Berea, Ohio. Raymond is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Raymond has worked at 6 firms and has passed the Series 63, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
R Scott Louden, Scott Louden
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Contact Information
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Disclosures on record.
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Years of Experience
34 years in the financial services industry
Current & Past Employments
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Current Firm
BEACH RETIREMEENT GROUP | WESTPOINT WEALTH MANAGEMENT, LLC | TRIPHASE: PLANNING, INVESTMENTS & INSURANCE | NOE FINANCIAL SERVICES, INC.
Contact Information
Main Address
56 Front St, Berea, OH 44017Phone Number
(216) 434-4055# of Employees
9SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
810AUM (Assets Under Management)
$106,000,000Similar Advisors
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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.
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Primary Firm SEC Registration
BEACH RETIREMEENT GROUP | WESTPOINT WEALTH MANAGEMENT, LLC | TRIPHASE: PLANNING, INVESTMENTS & INSURANCE | NOE FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
(10/14/2020)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Nov 1992About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Raymond Scott Louden's CRS (Customer Relationship Summary).
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