Thomas Wright (CRD# 6697873) is an Investment Advisor Representative working at Broadway Wealth Solutions in San Antonio, TX and has over 7 years of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 5324995
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Broadway Wealth Solution | San Antonio, TX | Mar 2019 - Current | 5 |
| Usaa Financial Advisors, Inc. | San Antonio, TX | Aug 2016 - Mar 2019 | 2 |
| Usaa Investment Management Company | San Antonio, TX | Aug 2016 - Jun 2018 | 1 |
| Outback Steakhouse | San Antonio, TX | Aug 2016 - Jan 2018 | 1 |
| Advantage Metal Products, LLC | Austin, TX | Apr 2013 - Aug 2016 | 3 |
| Usaa | San Antonio, TX | Jun 2015 - Aug 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2016 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2017 |
- TX
-
Total Assets Under Management251MILLIONS
-
Total Number of Accounts1,103ACCOUNTS
-
Average Account Value$227,357
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
TX
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