Gina Wight (CRD# 5353376) is an Investment Advisor Representative working at Financial Life Planners in Phoenix, AZ and has over 16 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Life Planners LLC | Phoenix, AZ | Mar 2020 - Current | 4 |
| Morgan Stanley Private Bank, N.a | New York, NY | Feb 2017 - Apr 2020 | 3 |
| Morgan Stanley Private Bank, National Association | New York, NY | Feb 2017 - Mar 2020 | 3 |
| Morgan Stanley | Peoria, AZ | Oct 2016 - Mar 2020 | 3 |
| Various Insurance Carriers For W&r Insurance Agencies | Scottsdale, AZ | Sep 2012 - Oct 2016 | 4 |
| Waddell & Reed, Inc. | Peoria, AZ | Sep 2012 - Oct 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2007 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2012 |
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- AZ
- CA
- TX
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Total Assets Under Management133MILLIONS
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Total Number of Accounts664ACCOUNTS
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Average Account Value$200,301
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, TX
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