Donna Wright, financial advisor Lafayette LA
93 score

Donna Wright

CRD Number: 1809588
Current Firm: Summit Financial Wealth Advisors

Donna Wright (CRD# 1809588) is an Investment Advisor Representative working at Summit Financial Wealth Advisors in Lafayette, LA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Summit Financial Wealth Advisors, LLC Lafayette, LA May 2014 - Current 2
Summit Brokerage Services Lafayette, LA Feb 2014 - Current 2
Wells Fargo Advisors Financial Network LLC Lafayette, LA May 2009 - Feb 2014 4
Wachovia Securities Financial Network, LLC Lafayette, LA Feb 2006 - May 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 1999
Contact Info for Donna Wright
Phone Number: 337-232-1141
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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