Unclaimed
John Dennis Bright is a financial advisor with over 20 years of experience in the industry. John is currently registered with Great Lakes Advisors, LLC and is a Chartered Financial Analyst. Prior to joining Great Lakes Advisors, LLC, John was with Wayne Hummer Investments L.L.C. and State Street Global Markets, LLC. John has a strong track record of providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. John specializes in providing financial planning, portfolio management, and selection of other advisors. John has a strong understanding of the financial markets and a commitment to providing his clients with personalized service.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Fulcrum fee; asset-based fee contingent on performance
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2
IL
01/01/2025 - Present
Great Lakes Advisors, LLC (CHICAGO IL)
FL
04/06/2009 - 12/31/2013
WAYNE HUMMER INVESTMENTS L.L.C. (SAFETY HARBOR FL)
FL
03/01/2002 - 04/07/2009
STATE STREET GLOBAL MARKETS, LLC (SAFETY HARBOR FL)
FL
07/28/1999 - 01/18/2002
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
IA
Issued 12/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2000
Series 24 - General Securities Principal Examination
BC
Issued 07/08/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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