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Gary Lee Wright

PREMIER WEALTH MANAGEMENT
FORT WORTH, TX
·CRD# 2468991·32 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Gary L Wright

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

32 years in the financial services industry

Current & Past Employments

PREMIER WEALTH MANAGEMENT, LLC·CRD# 145253
RIA
2800 S. Hulen Suite 208, Fort Worth, TX 76109
January 1, 2008 - Present
TRANSAMERICA FINANCIAL ADVISORS, LLC·CRD# 16164
BD
Philadelphia, PA
March 19, 1999 - August 19, 1999
DOMINION CAPITAL CORPORATION·CRD# 18837
BD
Dallas, TX
June 15, 1995 - December 9, 1998
ADVANTAGE CAPITAL CORPORATION·CRD# 146
BD
Atlanta, GA
January 4, 1995 - June 15, 1995

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Current Firm

PW
PREMIER WEALTH MANAGEMENT, LLC

PREMIER WEALTH MANAGEMENT, LLC

CRD#: 145253
Texas
Registered Investment Advisory firm - Texas (1/1/2008 Approved)

Contact Information

Main Address

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

Phone Number

(817) 737-6818

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

29

AUM (Assets Under Management)

$2,849,586

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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.

PREMIER LIFE PLANNING;NON-INVESTMENT RELATED;FT. WORTH, TX;TAX AND INSURANCE SALES;OWNER/PRESIDENT;01/1987;80 HRS/MONTH

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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.
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Nov 2007About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 1994About the Series 63 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jan 1995About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

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

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