JL

Job M. Louimeus

EXOS WEALTH STRATEGIES
Spring, TX
Some features on this profile are disabled
CRD#: 6364731
JL

Professional summary


Job Marcel Louimeus, who also goes by Marcel Louimeus, is a registered financial advisor currently at EXOS WEALTH STRATEGIES, LLC located in Spring, Texas.

Job is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Job has worked at 2 firms and has passed the Series 63, Series 65 and SIE exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Marcel Louimeus

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.

CRS (Client Relationship Summary) - RIA


Click below to view Job Marcel Louimeus'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 19, 2020 - Present

EXOS WEALTH STRATEGIES, LLC

RIA
CRD#: 310869
Spring, TX
Past

March 30, 2017 - June 19, 2020

CENTRIC ADVISORS, LLC

RIA
CRD#: 282477
Houston, TX

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
Arizona
(10/13/2023)
IAR
Arkansas
(4/6/2022)
IAR
Florida
(6/3/2022)
IAR
Texas
(10/19/2020)

Exams


State Security Law Exam
State Security Law Exam
General Industry/Product Exam

Current Firm


EW
EXOS WEALTH STRATEGIES, LLC
EXOS WEALTH STRATEGIES, LLC

CRD#: 310869 / SEC#:

Arizona
Registered Investment Advisory firm - (10/13/2023 Approved)
Arkansas
Registered Investment Advisory firm - (4/6/2022 Approved)
Florida
Registered Investment Advisory firm - (6/3/2022 Approved)
Texas
Registered Investment Advisory firm - (10/19/2020 Approved)
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Contact information


Main Address
Spring, TX
Mailing Address
Phone number
(832) 844-9388
Established
Firm type
Fiscal year end
# of Employees
5

Regulatory assets under management


Total Number of Accounts132
AUM (Assets Under Management)$ 30,105,311

Red Flags


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

Company Information


EXOS WEALTH STRATEGIES, LLC

CRD#: 310869Spring, TX

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