Donna Wright

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CRD#: 1809588

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Donna Wright, who also goes by Donna Foster Thompson, was a registered financial professional .

Donna is a previously registered financial professional and started their career in finance in 1988. Donna had worked at 6 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Donna Foster Thompson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

May 22, 2014 - October 21, 2019

SUMMIT FINANCIAL WEALTH ADVISORS

RIA

CRD#: 171278

LAFAYETTE, LA

Past

March 6, 2014 - July 2, 2019

SUMMIT BROKERAGE SERVICES, INC.

CRD#: 34643

LAFAYETTE, LA

Past

February 21, 2006 - March 7, 2014

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

LAFAYETTE, LA

Past

February 17, 2006 - March 7, 2014

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

LAFAYETTE, LA

Past

April 5, 1989 - February 23, 2006

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

BALTIMORE, MD

Past

May 14, 1988 - April 6, 1989

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

March 22, 1988 - May 14, 1988

E. F. HUTTON & COMPANY INC

CRD#: 235

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SUMMIT FINANCIAL WEALTH ADVISORS

SUMMIT FINANCIAL WEALTH ADVISORS | SUMMIT FINANCIAL WEALTH ADVISORS, LLC

CRD#: 171278 / SEC#: 801-79686

RIA

Registered Investment Advisory firm - (5/21/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/5/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 12/7/1999

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/19/1988

General Securities Representative Examination

Current Firm

SUMMIT FINANCIAL WEALTH ADVISORS

SUMMIT FINANCIAL WEALTH ADVISORS | SUMMIT FINANCIAL WEALTH ADVISORS, LLC

CRD#: 171278 / SEC#: 801-79686

RIA

Registered Investment Advisory firm - (5/21/2014 Approved)

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Contact information

Main Address

1021 E. St. Mary Blvd., Lafayette, LA 70503

Mailing Address

P O Box 53007, Lafayette, LA 70505

Phone number

(337) 232-1141

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SUMMIT FINANCIAL WEALTH ADVISORS DISCLOSURE BROCHURE (3/21/2025)

Regulatory assets under management

Total Number of Accounts	2,620
AUM (Assets Under Management)	$ 1,421,450,420

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Donna Wright

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

SUMMIT BROKERAGE SERVICES, INC.

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

LEGG MASON WOOD WALKER, INCORPORATED

LEHMAN BROTHERS INC.

E. F. HUTTON & COMPANY INC

Primary Firm SEC Registration

SUMMIT FINANCIAL WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 7/5/2017

Series 66

Date: 12/7/1999

SIE

Date: 10/1/2018

Series 7

Date: 3/19/1988

Current Firm

SUMMIT FINANCIAL WEALTH ADVISORS

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SUMMIT FINANCIAL WEALTH ADVISORS

TRUST BUT VERIFY

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