LV
LV

Louis Vision

29 Years of Experience
Centerville, OH
Broker

Louis Vision is a registered investment advisor at Raymond James & Associates, INC., based in Centerville, OH, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

7887 Washington Village Drive, Suite 100, Centerville, OH, 45459

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Louis is the statutory agent for Gotta Have Faith LLC, a rental real estate business, and rents a residential property to his son and daughter-in-law. He dedicates a few hours per week to this investment-related activity.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
January 2010 - Present · 16 yrs 4 mos
Raymond James & Associates, INC.
January 2010 - Present · 16 yrs 4 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
January 2008 - January 2010 · 2 yrs
Wells Fargo Advisors, LLC
January 2008 - January 2010 · 2 yrs
A. G. Edwards & Sons, INC.
August 1999 - January 2008 · 8 yrs 5 mos
A. G. Edwards & Sons, INC.Broker
November 1996 - January 2008 · 11 yrs 2 mos
State Registrations30 states
ALAZCACOCTDEFLGAHIIAILINKYMAMDMIMONCNJNMNYOHPASCTNTXVAWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.