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Financial ADVSR advisor directory · SEC adviser records

Bright Wealth Management, LLC financial advisors in Lewisville, TX

Every SEC-registered investment adviser representative at a Bright Wealth Management, LLC office in Lewisville, A to Z.

The short answer

6 registered advisors work at Bright Wealth Management, LLC in Lewisville, out of 6 at the firm nationwide; it ranks number 6 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Bright Wealth Management, LLC advisors in Lewisville, A to Z

Every Bright Wealth Management, LLC advisor →

Bright Wealth Management, LLC advisors in every city and state →Bright Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Lewisville

All Lewisville advisors →

Strategic Advisers LLC 14Edward Jones 7Ally Invest Advisors 6Tiaa-Cref Individual & Institutional Services, LLC 6Ameriprise Financial Services, LLC 5Osaic Wealth, Inc. 4Directional Advisors 3State Farm Investment Management Corp. 3

Questions

How many financial advisors does Bright Wealth Management, LLC have in Lewisville?

6 investment adviser representatives are registered at Bright Wealth Management, LLC offices in Lewisville, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Bright Wealth Management, LLC one of the largest advisor employers in Lewisville?

Bright Wealth Management, LLC ranks number 6 in Lewisville by registered advisors; Strategic Advisers LLC has the most, with 14.

How do I check a Bright Wealth Management, LLC advisor in Lewisville?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Bright Wealth Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.