JL
ChFC
JL
ChFC

Job Marcel Louimeus

8 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
62 clients
Average Client Portfolio
$486K average
Assets Under Management
$30.1M
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Location

Spring, TX

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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 ActivitiesSells Insurance

Job is a licensed insurance agent and, on occasion, offers insurance advice or products to clients, spending minimal time on this activity. Job also owns EXOS Mortgage Company, LLC, a mortgage brokerage, and dedicates a few hours per week to helping clients with home loans and refinancing.

Employment History
Current Registrations
Exos Wealth Strategies, LLC
October 2020 - Present · 5 yrs 4 mos
Previous Registrations
Centric Advisors, LLC
March 2017 - June 2020 · 3 yrs 3 mos
State Registrations4 states
ARAZFLTX
Advisor
Exams
No exam information available for this advisor.
Job Marcel Louimeus - Financial Advisor | TrueAdvisor