Mark Thompson Lagrone
Investment adviser representative at Bright Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$265MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Bright Equities, LLCMar 2016 to now
- Bright Wealth Management, LLCMar 2016 to now
- Emerson EquityJun 2017 to Jul 2017
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (TX).
Bright Wealth Management, LLC
$265MAssets managed
180Clients
7Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5951830
- Firm CRD
- 169771