ADVISOR BIO

Alisha Wright is a registered Investment Advisor Representative with THE Institute. Alisha has been in the financial industry since 2017, providing financial planning, and portfolio management services to individuals, businesses, charitable organizations, and pooled investment vehicles. Alisha is licensed to provide investment advice in Texas. Alisha is also licensed to provide financial advice in Colorado.

SPECIALIZATIONS

ADVISOR BIO

Jimmy Rodriguez is a financial advisor with over 14 years of experience in the industry. Jimmy currently works with LPL Financial LLC and is registered in both New Jersey and Texas. Jimmy has experience working with individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and other investment advisers. Jimmy has passed the Series 6, 7, 24, 52, 53, 63, and 65 exams as well as the SIE and the Series 99TO. Jimmy has experience with Insigneo Securities, LLC, Insigneo Wealth Advisors, LLC, and Global Investor Services. Jimmy's expertise includes financial planning, consulting, portfolio management, and pension consulting.

SPECIALIZATIONS