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Paul L Thibodeaux

Bright Wealth Management, LLC

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About Paul L Thibodeaux

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.

Firm Information

Paul Thibodeaux 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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Paul Thibodeaux’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul L Thibodeaux.
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