Invested Better
Unclaimed

Unclaimed

Unclaimed

Valarie Latrice Wright

XO Wealth Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Valarie? Claim Your Profile

About Valarie Latrice Wright

Valarie Wright is a financial advisor with over 15 years of experience in the financial services industry. Valarie has held licenses in both Texas and Missouri. Valarie is currently registered with Xo Wealth Management, and her previous employers include Raymond James & Associates, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Edward Jones. Valarie provides financial planning and portfolio management services to individuals, families, and businesses. Valarie specializes in working with high-net-worth individuals and families.

Firm Information

Valarie Wright is currently registered with XO Wealth Management. XO Wealth Management is a Dallas, TX-based firm with approximately $707.8 million in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. They have 5 licensed agents, 6 investment advisor representatives, and 7 registered representatives.
XO Wealth Management

14850 QUORUM DRIVE

DALLAS, TX 75254

$707.81M

Assets Under Management

Not reported

Total Clients

7

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Valarie Wright’s Registration & Firm History

TX

01/24/2024 - Present

XO Wealth Management (DALLAS TX)

TX

08/06/2018 - 10/18/2019

IFS SECURITIES (Dallas TX)

TX

03/13/2009 - 08/03/2018

RAYMOND JAMES & ASSOCIATES, INC. (DALLAS TX)

TX

09/21/2006 - 03/16/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)

MO

04/11/2006 - 08/28/2006

EDWARD JONES (ST LOUIS MO)

Not sure if Valarie Latrice Wright is right for you?

Licenses & Designations

BOTH

Issued 09/22/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/03/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/15/2010

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/27/2010

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/10/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Valarie Latrice Wright.
Not sure if Valarie Latrice Wright is right for you?