Unclaimed
Paul L. Thibodeaux is a financial advisor registered with the state of Texas. Paul L. Thibodeaux is associated with Bright Wealth Management, LLC. Paul L. Thibodeaux has been in the industry since 2000. Prior to joining Bright Wealth Management, LLC, Paul L. Thibodeaux worked for BBVA Securities Inc. and BB&T Investment Services, Inc.. Paul L. Thibodeaux has passed the Series 6, 7, 24, 63 and 66 exams. Paul L. Thibodeaux also holds designations. Paul L. Thibodeaux specializes in providing financial advice to individuals, corporations and charitable organizations.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Shares in fees paid to third-party advisers
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2
TX
06/06/2017 - Present
Bright Wealth Management, LLC (LEWISVILLE TX)
TX
07/10/2015 - 06/05/2017
BBVA SECURITIES INC. (DALLAS TX)
TX
10/28/2011 - 05/26/2015
BB&T INVESTMENT SERVICES, INC. (DALLAS TX)
TX
10/14/2009 - 10/28/2011
BB&T INVESTMENT SERVICES, INC. (DALLAS TX)
TX
05/02/2006 - 09/23/2009
COLONIAL BROKERAGE, INC. (AUSTIN TX)
MA
04/17/2001 - 05/03/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
IL
03/20/2000 - 01/05/2001
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
BOTH
Issued 05/15/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2010
Series 24 - General Securities Principal Examination
BC
Issued 06/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/17/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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