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Louis G. Poulin Email & Phone Number
Arbitrator
at
FINRA
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Arbitrator
Location
Atlanta, Georgia, United States
Company size
Who is Louis G. Poulin? Overview
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Quick answer
Louis G. Poulin is listed as Arbitrator at FINRA, a with 83 employees, based in Atlanta, Georgia, United States. AeroLeads shows a matched LinkedIn profile for Louis G. Poulin.
Louis G. Poulin previously worked as Founder | Financial Advisor Agent | Wealth Advisor Recruiter | Financial Services Search Consultant at Experienced Advisor Consulting and Field Franchise Vice president at Ameriprise Financial Services, Llc. Louis G. Poulin holds Bachelor, Business Administration / Finance from Université Laval.
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Email format at FINRA
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FINRA
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Profile bio
About Louis G. Poulin
Helping Experienced Wealth Advisors Navigate Career Transitions with ConfidenceIs your firm undergoing changes that might impact your clients and your business?Are you feeling restricted in your current role, and unable to fully leverage your skills?Or maybe personal circumstances are affecting your ability to focus on growing your practice?As a financial advisor, you'll likely face one of these challenges at some point. The key question is: How will you respond?With over 40 years of experience in the wealth management industry, I’ve been through it all – and I’m here to help you navigate these pivotal moments in your career.Partnering with a dedicated, nationwide team, I offer personalized guidance to help experienced advisors like you find the best path forward. Our mission is simple: to help you achieve your goals and thrive. Nothing excites me more than seeing advisors succeed.If you resonated with any of those earlier questions, you already know how overwhelming these situations can be. That’s where we come in.At Experienced Advisor Consulting, our process is designed to simplify your journey and address the key concerns you face:● Gaining a deep understanding of your practice, your clients, and your unique needs● Developing a clear roadmap for your future in the wealth management industry● Identifying the best fit for your career—whether that’s with an RIA, B/D, or going independent● Connecting you with the right executives at your ideal firm● Securing the best possible transitional packageOur approach is holistic, ensuring that we see the full picture of your needs. I’ll personally guide you through every step of the process, providing tailored support and expert advice along the way.And as a token of my appreciation for your trust, I make a charitable contribution to your favorite qualified charity upon successful placement—giving back to the community that matters to you.Whether you're actively seeking a new direction or simply exploring your options, I’m here to help you achieve the success you deserve. I look forward to being a part of your journey.For a direct consultation, schedule a time on my calendar: https://calendly.com/louispoulin_tln/connection Talk to you soon,Louis G. Poulin914.924.0964lpoulin.eac@gmail.com Specialties: Experienced Financial Advisor Agent | Wealth Management Advisor Recruiter | Financial Services Search Consultant | RIA | B/D Companies | Independent Advisors | Travel Enthusiast | Platform Tennis Player | Former Ski Racer
Current workplace
Louis G. Poulin's current company
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14 roles · 46 years
Louis G. Poulin work experience
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Founder | Financial Advisor Agent | Wealth Advisor Recruiter | Financial Services Search Consultant
CurrentWe can help you evaluate the right firm for your practice, find the right practice management coach for your future, and direct you to a legal professional that understands your needs.With over 40 years of combined experience in the Wealth Management industry, our partners are well equipped to provide you with the proper guidance in the areas that impact your business most.Our holistic approach seeks to understand your needs, personally guide you through the process, and find the best possible solution.Financial Advisors often need additional assistance with coaching and legal issues. We have vetted many individual professionals and firms to which we can refer you. Experienced Advisor Consulting has also negotiated turnkey access to these resources at discounted fees to benefit you, our client.So, if you are a financial advisor looking for guidance and support (or even if you’re not sure yet) please feel free to reach out. I look forward to helping you achieve YOUR success. For a Free consultation you can reach me at: 914.924.0964 or email me at: lpoulin.eac@gmail.com
Aug 2020 - Present
Arbitrator
Current
Nov 2022 - Present
Field Franchise Vice President
I lead over 450 Ameriprise Financial Advisors and help them grow their respective practices, through my team effort in NY, CT, RI , Western Mass and VT
Jul 2016 - Aug 2020
Regional Director - Branch Development
Responsible for developing the Financial Advisor employee and franchise (independant) channel for Ameriprise for New York city (5 boroughs), all of Long Island, Westchester Countyand Greenwhich , CT.
Jan 2012 - Jul 2016
Member Board Of Trustees
2010 - Aug 2014
Senior Consultant
•Strategic Consulting, including business plan, sales strategy development and training within the framework of a holistic wealth management approach Project: PNC Investments - Wealth management / bank platform.
Apr 2011 - Dec 2011
Consultant
2011 - 2011
Managing Director - Wealth Management
Feb 1988 - Mar 2010
Integration Officer (Recruiting )
Northeast Region ( 1/3 rd of country) Integration Officer
2009 - 2010
~1 yr
Branch Manager -- District Manager
New York City (1998-2008) - AUM of $ 10.4 BB -- #3 out 400 offices in profit & RevenuesMiami (1992-1998) - Grew revenues by tenfold from $ 5mm to over $ 55 MMLouisville (1991-1992) - Market share of 22 %
1991 - 2008
~17 yrs
Assistant Branch Manager/ Sales Manager
Deerfield Beach FL, 1988- 1990Boca Raton, Fl 1990- 1991 - largest office for PaineWebber in the SouthEast division
1988 - 1991
~3 yrs
Assistant Branch Manager
The Pinnacle Group
Partner in a Privately held Broker/DealerDeerfield Beach, Florida
1987 - 1988
~1 yr
Account Vice President/ Assistant Branch Manager
E.F Hutton
Miami & Pompano Beach , Floridamanaged account coordinator for Complex.
1981 - 1987
~6 yrs
3 education records
Louis G. Poulin education
Bachelor, Business Administration / Finance
Université Laval
Diploma, Securities Industry Association Program (1Wk/Yr For 3 Yrs)
The Wharton School
Leadership Program ( 1Week)
University Of Virginia Darden School Of Business
FAQ
Frequently asked questions about Louis G. Poulin
Quick answers generated from the profile data available on this page.
What company does Louis G. Poulin work for?
Louis G. Poulin works for FINRA.
What is Louis G. Poulin's role at FINRA?
Louis G. Poulin is listed as Arbitrator at FINRA.
Where is Louis G. Poulin based?
Louis G. Poulin is based in Atlanta, Georgia, United States while working with FINRA.
What companies has Louis G. Poulin worked for?
Louis G. Poulin has worked for Finra, Experienced Advisor Consulting, Ameriprise Financial Services, Llc, Phelps Hospital, and Oculus Partners, Llc.
How can I contact Louis G. Poulin?
You can use AeroLeads to view verified contact signals for Louis G. Poulin at FINRA, including work email, phone, and LinkedIn data when available.
What schools did Louis G. Poulin attend?
Louis G. Poulin holds Bachelor, Business Administration / Finance from Université Laval.
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