Mark Lagrone (CRD# 5951830) is an Investment Advisor Representative working at Bright Wealth Management, LLC in Lewisville, TX and has over 12 years of experience in the finance industry.
CRD# 4361189
Momentum Independent Network Inc.
CRD# 5887508
Fisher Investments
CRD# 4955124
Fisher Investments
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Emerson Equity | San Mateo, CA | Jun 2017 - Current | 6 |
| Bright Equities, LLC | Lewisville, TX | Mar 2016 - Current | 8 |
| Bright Wealth Management, LLC | Lewisville, TX | Mar 2016 - Current | 8 |
| Fidelity Investments | Westlake, TX | Aug 2013 - Mar 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2011 |
- TX
-
Total Assets Under Management160MILLIONS
-
Total Number of Accounts343ACCOUNTS
-
Average Account Value$466,472
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
TX
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