AW
AW

Alisha Wright

2 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
817 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$100K
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Location

Hockley, TX

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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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Other Business ActivitiesSells Insurance

Alisha works as a Client Care Specialist and Junior Advisor for Retirement Risk Advisors and RRA Agency, respectively, focusing on retirement planning and selling life insurance products. She also teaches piano (ending soon) and is developing a soap-making business, though it's not yet generating income.

Employment History
Current Registrations
The Institute
August 2024 - Present · 1 yr 6 mos
Previous Registrations
Brookstone Wealth Advisors, LLC
October 2023 - July 2024 · 9 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.