AB
AB

Alexander Thomas Bright

2 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
105 advisors
Number of Clients
2,989 clients
Average Client Portfolio
$292K average
Assets Under Management
$871.4M

Fee Structure

Minimum Investment:$25K
Loading...

Location

840 Apollo Street, Suite 248, Suite 279, El Segundo, CA, 90245

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Alexander works for 49 Wealth Management as an Investment Advisor Representative and for Oakwood Capital Securities as a Registered Representative. He also works as an insurance agent selling fixed and variable insurance products for 49 Financial and Financial Independence Group, dedicating about a quarter of his time to each.

Employment History
Current Registrations
Oakwood Capital Securities, INC.Broker
July 2024 - Present · 1 yr 7 mos
49 Financial
October 2023 - Present · 2 yrs 4 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
May 2023 - January 2024 · 8 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.