Yadira Wright
Advisor at Charles Schwab
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Client services
Based on Charles Schwab
Financial planning
Selection of other advisers
Wrap fee program sponsor and financial planning advisor referral program
Wrap fee program sponsor and financial planning advisor referral program
Location
Alvord, TX
Most active in
Yadira W has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
Charles Schwab Bank, SSB
2020 - 2025 (5 years)
Charles Schwab
2018 - Present (8 years)
Randolph-Brooks Federal Credit Union
2018 - 2018 (1 year)
1st National Bank Texas
2011 - 2018 (7 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
John M
Series 63, Series 65
Alvord, TX
Lazarus Wealth Management LLC
Kenneth K
Series 63, Series 65
Bridgeport, TX
Lombard Advisers Incorporated
Brady M
Series 63, Series 65
Decatur, TX
Primerica Advisors
John M
Series 63
Bridgeport, TX
Ameriprise
Stephanie N
ChFC®, Series 63, Series 66
Decatur, TX
Edward Jones
James N
CFP®, Series 63, Series 66
Forestburg, TX
LPL Financial
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