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Gwendolyn Louie, financial advisor Little Elm TX

Gwendolyn Louie

CRD Number: 7428513
Current Firm: Provision Asset, LLC

Gwendolyn Louie (CRD# 7428513) is an Investment Advisor Representative working at Provision Asset, LLC in Little Elm, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Provision Asset, LLC Little Elm, TX Nov 2021 - Current 2
Provision Asset, LLC Little Elm, TX Apr 2018 - Current 6
Homemaker Little Elm, TX Jan 2009 - Apr 2018 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2020
Contact Info for Gwendolyn D. Louie
,
Phone Number: 972-987-9651
Firm Website: http://www.provisionasset.com/
Registered State(s):
  • TX
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Current Firm Details
Provision Asset, LLC
Firm's CRD Number: 282183
By the Numbers
  • Total Assets Under Management
    62
    MILLIONS
  • Total Number of Accounts
    612
    ACCOUNTS
  • Average Account Value
    $100,932
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, OK, TX

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