EW
EW

Elam Wright

37 Years of Experience
Houston, TX
Broker

Elam Wright is a registered investment advisor at Raymond James & Associates, INC., based in Houston, TX, with 37 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

5847 San Felipe Street, Ste 3900, Houston, TX, 77057

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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.

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Employment History
Current Registrations
Raymond James & Associates, INC.Broker
May 2017 - Present · 9 yrs
Raymond James & Associates, INC.
May 2017 - Present · 9 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
February 2009 - May 2017 · 8 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
February 2009 - May 2017 · 8 yrs 3 mos
Citigroup Global Markets INC.Broker
November 2003 - March 2009 · 5 yrs 4 mos
Citigroup Global Markets INC.
November 2003 - March 2009 · 5 yrs 4 mos
Merrill Lynch Pierce Fenner & Smith INC.
July 1996 - November 2003 · 7 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1996 - November 2003 · 7 yrs 5 mos
Painewebber IncorporatedBroker
May 1991 - June 1996 · 5 yrs 1 mo
Prudential Securities IncorporatedBroker
January 1989 - May 1991 · 2 yrs 4 mos
State Registrations6 states
ARCACOOHTXWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Elam Wright - Financial Advisor | TrueAdvisor