Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Wright is a financial advisor with Broadway Wealth Solutions located in San Antonio, Texas. Thomas holds both Series 63 and Series 65 licenses, and has been in the financial industry for over 7 years. Thomas has extensive experience providing financial advice to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Thomas has a strong track record of helping clients achieve their financial goals.
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.
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.
1
2
TX
04/02/2019 - Present
Broadway Wealth Solutions (SAN ANTONIO TX)
TX
09/29/2016 - 04/03/2019
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
IA
Issued 06/05/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2016
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Thomas Wright is the right advisor for you? Invested Better is here to help.
