Raymond S. Louden

WESTPOINT WEALTH MANAGEMENT

Berea, OH 44017

Some features on this profile are disabled

CRD#: 2299421

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

R Scott Louden | Scott Louden

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.

1. WESTPOINT WEALTH MANAGEMENT LLC/RISK MANAGEMENT INC, 66 FRONT ST, BEREA, OH 44017; AGENT; FIXED PRODUCT SALES; INVESTMENT RELATED; 80 HRS/MON DURING SECURITY TRADING HRS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Raymond Scott Louden's CRS (Customer Relationship Summary).

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

Current

October 14, 2020 - Present

WESTPOINT WEALTH MANAGEMENT, LLC

Office #1: 66 Front St, Berea, OH 44017

RIA

CRD#: 310883

Berea, OH

Past

January 10, 2020 - November 3, 2020

AMFG WEALTH MANAGEMENT LLC

RIA

CRD#: 292160

Berea, OH

Past

September 13, 2016 - October 3, 2019

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

BOARDMAN, OH

Past

January 14, 2016 - October 3, 2019

MML INVESTORS SERVICES, LLC

CRD#: 10409

BOARDMAN, OH

Past

February 5, 2014 - December 1, 2015

AMERITAS INVESTMENT COMPANY, LLC

RIA

CRD#: 14869

LINCOLN, NE

Past

February 4, 2014 - December 1, 2015

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

LINCOLN, NE

Past

March 25, 2005 - January 8, 2014

NEW ENGLAND SECURITIES

RIA

CRD#: 615

CANFIELD, OH

Past

April 1, 1999 - January 8, 2014

NEW ENGLAND SECURITIES

CRD#: 615

CANFIELD, OH

Past

November 25, 1992 - February 5, 1999

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(10/14/2020)

IAR

South Carolina
(4/10/2024)

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

State Security Law Exam

Series 63

Date: 2/2/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 11/18/1992

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WESTPOINT WEALTH MANAGEMENT, LLC

NOE FINANCIAL SERVICES, INC. | WESTPOINT WEALTH MANAGEMENT, LLC | TRIPHASE: PLANNING, INVESTMENTS & INSURANCE

CRD#: 310883 / SEC#:

Florida

Registered Investment Advisory firm - (7/14/2022 Approved)

Ohio

Registered Investment Advisory firm - (10/14/2020 Approved)

South Carolina

Registered Investment Advisory firm - (4/10/2024 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

66 Front St, Berea, OH 44017

Mailing Address

Phone number

(866) 640-7908

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	948
AUM (Assets Under Management)	$ 89,322,684

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.

Similar Advisors

Boris Kagarlitskiy

KEY INVESTMENT SERVICES LLC

IAR

University Heights, OH

Andrew Crock

STRATEGIC ADVISERS LLC

IAR

NORTH OLMSTED, OH

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Raymond S. Louden

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Raymond Scott Louden's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMFG WEALTH MANAGEMENT LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

AMERITAS INVESTMENT COMPANY, LLC

AMERITAS INVESTMENT COMPANY, LLC

NEW ENGLAND SECURITIES

NEW ENGLAND SECURITIES

MONY SECURITIES CORPORATION

State Registrations and Notice Filings

Exams

Series 63

Date: 2/2/2017

SIE

Date: 10/1/2018

Series 6

Date: 11/18/1992

Current Firm

WESTPOINT WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WESTPOINT WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors