Gary L. Wright

PREMIER WEALTH MANAGEMENT

Fort Worth, TX 76109

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CRD#: 2468991

Professional summary

Gary Lee Wright, who also goes by Gary L Wright, is a registered financial advisor currently at PREMIER WEALTH MANAGEMENT, LLC located in Fort Worth, Texas.

Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Gary has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gary L Wright

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) - RIA

Click below to view Gary Lee Wright's CRS (Customer Relationship Summary).

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

Current

January 1, 2008 - Present

PREMIER WEALTH MANAGEMENT, LLC

Office #1: 2800 S. Hulen Suite 208, Fort Worth, TX 76109

RIA

CRD#: 145253

Fort Worth, TX

Past

March 19, 1999 - August 19, 1999

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

PHILADELPHIA, PA

Past

June 15, 1995 - December 9, 1998

DOMINION CAPITAL CORPORATION

CRD#: 18837

DALLAS, TX

Past

January 4, 1995 - June 15, 1995

ADVANTAGE CAPITAL CORPORATION

CRD#: 146

ATLANTA, GA

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(1/1/2008)

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: 11/15/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/13/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 1/3/1995

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PREMIER WEALTH MANAGEMENT, LLC

CRD#: 145253 / SEC#:

Texas

Registered Investment Advisory firm - (1/1/2008 Approved)

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Contact information

Main Address

2800 S. Hulen Suite 208, Fort Worth, TX 76109

Mailing Address

Phone number

(817) 737-6818

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	29
AUM (Assets Under Management)	$ 2,849,586

Red Flags

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

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Gary L. Wright

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Lee Wright's CRS (Customer Relationship Summary).

Certified licenses

Experience

PREMIER WEALTH MANAGEMENT, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

DOMINION CAPITAL CORPORATION

ADVANTAGE CAPITAL CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 11/15/2007

Series 63

Date: 6/13/1994

Series 6

Date: 1/3/1995

Current Firm

PREMIER WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PREMIER WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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