Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Wright is an Investment Advisor Representative for Carson Wealth Management Group. Alan is also a registered representative of CWM, LLC. Alan has been in the financial services industry since 2000 and has worked with a variety of firms, including LPL Financial LLC, Cetera Advisor Networks LLC, and Ameritas Investment Corp.. Alan specializes in providing financial planning, investment advisory services, and portfolio management services to individual clients, high-net-worth individuals, corporations, and pension plans. Alan is registered with the State of Texas.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
A percentage of the total value of assets under management is charged.
Solicitor fees from other investment advisors
1
2
NE
05/10/2013 - Present
CWM, LLC (OMAHA NE)
TX
01/17/2017 - 04/07/2022
CETERA ADVISOR NETWORKS LLC (THE WOODLANDS TX)
TX
07/02/2009 - 01/19/2017
LPL FINANCIAL LLC (THE WOODLANDS TX)
TX
05/24/2004 - 08/03/2009
AMERITAS INVESTMENT CORP. (THE WOODLANDS TX)
DE
05/05/2000 - 05/04/2004
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
BOTH
Issued 02/03/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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