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Thomas B Underwood

Bright Wealth Management, LLC

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About Thomas B Underwood

Thomas Underwood is a registered representative with Bright Wealth Management, LLC. Thomas has over 11 years of experience in the financial services industry. Thomas is licensed to provide financial services in Texas and Virginia. He has a Series 66 license. Thomas is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Thomas Underwood 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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Thomas Underwood’s Registration & Firm History

VA

09/12/2024 - Present

Bright Wealth Management, LLC (Ashland VA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas B Underwood.
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