Donna WrightCRD 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 18 years of experience in the finance industry.
Msi Financial Services, Inc.
Eagle Strategies LLC
Centaurus Financial, Inc.
|Summit Financial Wealth Advisors, LLC||Lafayette, LA||May 2014 - Current||3|
|Summit Brokerage Services||Lafayette, LA||Feb 2014 - Current||4|
|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|
|S65||NASAA Investment Advisors Law Examination||Jul 2017|
Total Assets Under Management788MILLIONS
Total Number of Accounts1,467ACCOUNTS
Average Account Value$537,099
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, CO, FL, LA, MS, OK, TX