Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Numa Decuir is an active registered investment advisor in Virginia and Texas. Louis has been in the financial services industry since 2012. Louis is currently registered with LPL Financial LLC and has previously been registered with Securities America, Inc., Waddell & Reed and First Command Financial Planning, Inc. Louis holds Series 6, 7, 63, and 65 licenses and the SIE exam. Louis specializes in providing financial planning, portfolio management, and consulting services for individuals, families, and businesses. Louis is committed to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VA
06/23/2022 - Present
LPL Financial LLC (NORFOLK VA)
VA
12/24/2014 - 06/22/2022
SECURITIES AMERICA, INC. (NORFOLK VA)
VA
02/05/2013 - 01/06/2015
WADDELL & REED (VIRGINIA BEACH VA)
VA
02/14/2012 - 03/08/2013
FIRST COMMAND FINANCIAL PLANNING, INC. (CHESAPEAKE VA)
IA
Issued 03/20/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/13/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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