Thomas Wright (CRD# 4772725) is an Investment Advisor Representative working at Kpp Advisory Services LLC in Louisville, KY and has over 20 years of experience in the finance industry.
CRD# 2911331
Edward Jones
CRD# 6900594
Edward Jones
CRD# 1753788
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kpp Advisory Services LLC | Louisville, KY | Sep 2017 - Current | 6 |
| Lpl Financial LLC | Louisville, KY | May 2012 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2006 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- KY
- TX
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Total Assets Under Management881MILLIONS
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Total Number of Accounts3,132ACCOUNTS
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Average Account Value$281,150
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
AL, CA, CO, DE, FL, GA, IL, IN, KS, KY, LA, MA, MI, MO, NC, NE, NY, OH, OK, SC, TN, TX, VA, WI
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