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Mark Thompson Lagrone

Bright Wealth Management, LLC

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About Mark Thompson Lagrone

Mark Thompson Lagrone is a financial advisor registered with Bright Wealth Management, LLC in LEWISVILLE, TX. Mark is a Chartered Financial Analyst and has been in the industry since 2011. Mark has experience with Fidelity Brokerage Services LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Mark also works with Bright Equities, LLC, a single family office focusing on public/private investing, as Vice President. Mark specializes in working with individuals, high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Mark Lagrone is currently registered with Bright Wealth Management, LLC. Bright Wealth Management, LLC is an investment advisor based in LEWISVILLE, TX. They manage approximately $160,000,000 in assets for 343 clients, primarily individuals, high net worth individuals, charitable organizations, and corporations. Their services include portfolio management for individuals and businesses, as well as selection of other advisors.
Bright Wealth Management, LLC

4400 STATE HIGHWAY 121

LEWISVILLE, TX 75056

$160.00M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Shares in fees paid to third-party advisers

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Mark Lagrone’s Registration & Firm History

TX

05/20/2016 - Present

Bright Wealth Management, LLC (LEWISVILLE TX)

TX

10/04/2013 - 06/29/2015

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

TX

09/16/2011 - 11/16/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)

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Licenses & Designations

BOTH

Issued 11/22/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/29/2015

SIE - Securities Industry Essentials Examination

BC

Issued 09/15/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Thompson Lagrone.
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