Louis Aquino (CRD# 7359114) is an Investment Advisor Representative working at 49 Financial in Austin, TX and has 1 year of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
49 Financial | Austin, TX | Jan 2023 - Current | 1 |
Purshe Kaplan Sterling Investments | Albany, NY | May 2022 - Current | 2 |
Thrivent Advisor Network D/b/a 49 Financial | Austin, TX | Jun 2022 - Jan 2023 | < 1 |
Texas Christian University | Fort Worth, TX | Aug 2018 - May 2022 | 3 |
Northwestern Mutual | St. Louis, MO | Apr 2021 - Feb 2022 | < 1 |
Ulrich Medical | Chesterfield, MO | Jun 2020 - Aug 2020 | < 1 |
Westborough Country Club | St. Louis, MO | May 2016 - Jul 2020 | 4 |
Presence From Innovation | Hazelwood, MO | Jun 2019 - Jul 2019 | < 1 |
Chaminade College Prep School | St. Louis, MO | Aug 2014 - May 2018 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2022 |
S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- TX
-
Total Assets Under Management566MILLIONS
-
Total Number of Accounts3,364ACCOUNTS
-
Average Account Value$168,317
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AR, CA, FL, GA, MN, NC, TX
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