JG
JG

Jean-Louis Guinchard

30 Years of Experience
Boone, NC
Broker

Jean-Louis Guinchard is a registered investment advisor at Rcx Capital Group Advisors, LLC, based in Boone, NC, with 30 years of industry experience. Jean-Louis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Real Estate Investing.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable and may be a fixed fee. RCX Capital Group Advisors (RCGA) may also receive a marketing or due diligence fee when you invest in a DST, UPREIT, or QOZF.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

271 Sleepy Valley Drive, Boone, NC, 28607

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jean-Louis is involved in several real estate ventures, including O&A Real Estate Development Partners, Peninsula Maya Developments, and Redely Inc. He also serves on the investment committee for Clairmont GP Fund IV, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Rcx Capital Group Advisors, LLC
January 2015 - Present · 11 yrs 4 mos
Rcx Capital Group, LLCBroker
September 2012 - Present · 13 yrs 8 mos
Previous Registrations
Ensenia Wealth, LLC
September 2020 - June 2022 · 1 yr 9 mos
Silver Portal Capital Advisors, LLC
October 2014 - December 2014 · 2 mos
Banc of America Investment Services, INC.
April 2003 - May 2007 · 4 yrs 1 mo
Banc of America Investment Services, INC.Broker
April 2003 - May 2007 · 4 yrs 1 mo
Banc of America Securities LLCBroker
February 1999 - April 2003 · 4 yrs 2 mos
Smith Barney INC.Broker
January 1998 - February 1998 · 1 mo
Salomon Brothers Municipals INCBroker
December 1992 - December 1995 · 3 yrs
Salomon Brothers INC.Broker
November 1992 - February 1998 · 5 yrs 3 mos
Goldman, Sachs & CO.Broker
August 1992 - October 1992 · 2 mos
Salomon Brothers INC.Broker
September 1989 - July 1992 · 2 yrs 10 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jean-Louis Guinchard - Financial Advisor | TrueAdvisor