Mark
Lagrone
Bright Wealth Management, LLC
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About this Advisor
Mark Lagrone is a financial advisor based in The Colony, Texas, working with Bright Wealth Management, LLC. Mark has previously held positions at Fidelity Investments, Bright Equities, LLC, Bright Wealth Management, LLC, and Emerson Equity. Mark has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Mark is part of Bright Wealth Management, LLC, which operates out of The Colony, Texas. The firm has 6 employees and manages assets totaling $160.0 million. The firm serves a variety of clients, including 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
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Bright Wealth Management, LLC Brokerage Details
$160,000,000
6
343
$466,472
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Mark Lagrone Work History
Emerson Equity
Bright Equities, LLC
Bright Wealth Management, LLC
Fidelity Investments
Disclosures
Please visit the SEC profile of Mark Lagrone 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
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