Thomas
Underwood
Bright Wealth Management, LLC
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About this Advisor
Thomas Underwood is a financial advisor based in The Colony, Texas, working with Bright Wealth Management, LLC. Thomas has previously held positions at Underwoods Landscaping, Bb&T Investment Services, Inc, Bb&T Bank, Bb&T Securities, LLC, Bb&T, Bb&T Securities, Truist Investment Services, Inc, Truist Advisory Services, Inc, Cary Street Partners LLC, Cary Street Partners Investment Advisory LLC, Bright Wealth Management, LLC, Independent Insurance Agent, and Integrated Advice Partners, LLC. Thomas has passed the Series 66 regulatory exam and is registered to provide services in Texas and Virginia. Currently, Thomas is part of Bright Wealth Management, LLC, which operates out of The Colony, Texas. The firm has 1 office and 6 employees. The firm manages assets totaling $229.0 million and serves charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Bright Wealth Management, LLC includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bright Wealth Management, LLC Brokerage Details
$228,985,374
6
399
$573,898
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Thomas Underwood Work History
Bright Wealth Management, LLC
Integrated Advice Partners, LLC
Independent Insurance Agent
Cary Street Partners LLC
Cary Street Partners Investment Advisory LLC
Truist Investment Services, Inc
Truist Advisory Services, Inc
Bb&T Securities
Bb&T Securities, LLC
Bb&T
Bb&T Investment Services, Inc
Bb&T Bank
Bb&T Investment Services, Inc
Bb&T Bank
Underwoods Landscaping
Disclosures
Please visit the SEC profile of Thomas Underwood to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bright Wealth Management, LLC
The Colony, TX
The Colony, TX
The Colony, TX
The Colony, TX
The Colony, TX
The Colony, TX
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