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.
Licensed insurance agent (group 1 life health license to process insurance applications). Investment related, Yes, hours per month, less than 1, if any time is spent at all. From time to time, he will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. The investment adviser always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of the investment adviser, LLC in their capacity as a licensed insurance agent. Name of other business: EXOS MORTGAGE COMPANY, LLC; Is business Investment related:: No; Address of other business: Spring, TX; Nature of other business: Mortgage brokerage; Your position: Owner; Title and relationship with other business: Owner, Owner of all businesses; Start date of relationship: 7/1/2024; Approx. # of hours /month devote to other business: 10; Number of hours devoted to other business during securities trading hours: 0; Briefly describe duties: I work with clients to determine their home buying/lending needs and help them execute on either a home loan or refinance.
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®
NoneExperience
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)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
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 Accounts | 132 |
| AUM (Assets Under Management) | $ 30,105,311 |
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.
