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 registered Investment Advisor Representative in Kansas and Missouri. Thomas has over 30 years of experience in the financial services industry and is currently employed by Prevail Innovative Wealth Advisors, LLC. Thomas's experience includes working for firms such as Edward Jones, Pruco Securities, LLC., LPL Financial LLC, and Charles Schwab & Co., Inc.
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.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Variable annuity & life sub-account management
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
KS
11/07/2023 - Present
Prevail Innovative Wealth Advisors, LLC (LEAWOOD KS)
MO
11/29/2019 - 11/08/2023
PRUCO SECURITIES, LLC. (St. Louis MO)
MO
09/03/2013 - 09/06/2019
EDWARD JONES (PECULIAR MO)
MO
01/06/2012 - 08/30/2013
FINANCIAL TELESIS INC (GRAIN VALLEY MO)
KS
11/30/2010 - 10/06/2011
LPL FINANCIAL LLC (LEAWOOD KS)
KS
01/14/2008 - 11/30/2010
NRP FINANCIAL, INC. (LEAWOOD KS)
KS
10/25/2005 - 01/22/2008
LPL FINANCIAL CORPORATION (LEAWOOD KS)
KS
04/04/2005 - 11/02/2005
WADDELL & REED, INC. (OVERLAND PARK KS)
TX
09/13/1999 - 01/04/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
01/29/1997 - 09/02/1999
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
KS
11/29/1993 - 12/31/1996
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
MA
12/21/1992 - 12/03/1993
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
BOTH
Issued 04/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/17/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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