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Louis Albert Wright

CRD# 4053503·Registered 1999 - 2010
Suspended: Louis Albert Wright was suspended by the FINRA; they may not be permitted to conduct business during the suspension.

Professional Summary

Louis Albert Wright, who also goes by Louis A Wright, was a registered financial advisor. Louis was a previously registered financial advisor and started their career in finance 1999 - 2010. Louis had worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Louis A Wright

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Videos & Posts

This advisor has not added any videos or posts yet.

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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

26 years in the financial services industry

Current & Past Employments

KALOS MANAGEMENT·CRD# 133025
RIA
Plymouth, MI
April 6, 2010 - April 26, 2010
KALOS CAPITAL, INC.·CRD# 44337
BD
Plymouth, MI
April 1, 2010 - November 1, 2010
GUNNALLEN FINANCIAL, INC·CRD# 17609
RIA
Plymouth, MI
November 27, 2006 - March 30, 2010
GUNNALLEN FINANCIAL, INC·CRD# 17609
BD
Plymouth, MI
March 31, 2005 - March 30, 2010
QUESTAR CAPITAL CORPORATION·CRD# 43100
BD
Minneapolis, MN
December 17, 1999 - March 31, 2005

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Current Firm

KM
KALOS MANAGEMENT

CATALYST WEALTH MANAGEMENT | KALOS MANAGEMENT, INC. | KALOS MANAGEMENT

CRD#: 133025 / SEC#: 801-65182

Contact Information

Main Address

818 A1a N Ste. 30, Ponte Vedra Beach, FL 32082

Phone Number

(770) 407-5401

# of Employees

5

Documents

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (3/16/2023)

Regulatory Assets Under Management

Total Number of Accounts

1,174

AUM (Assets Under Management)

$128,562,434

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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.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any 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 Dec 1999About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 1999About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Dec 1999About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Apr 2000About the Series 24 exam

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CRS (Client Relationship Summary)

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

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