Unclaimed
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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
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)
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
Active
Inactive
F
FINRA
Not sure Valarie Wright is the right advisor for you? Invested Better is here to help.