Thomas B Underwood
Investment adviser representative at Bright Wealth Management, LLC
21 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$265MFirm assets
Are you Thomas B Underwood? Claim your profile
Contact this firm
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
21 years in the industry.
- Bright Wealth Management, LLCSep 2024 to now
- Integrated Advice Partners, LLCAug 2024 to now
- Independent Insurance AgentOct 2017 to now
- Cary Street Partners Investment Advisory LLCApr 2023 to Jul 2024
- Cary Street Partners LLCApr 2023 to Jul 2024
- Truist Advisory Services, Inc.Feb 2021 to Apr 2023
- Truist Investment Services, Inc.Feb 2021 to Apr 2023
- Bb&t Securities, LLCJan 2019 to Feb 2021
- Bb&tJan 2019 to Dec 2020
- Bb&t BankFeb 2013 to Jan 2019
- Bb&t Investment Services, Inc.Feb 2013 to Jan 2019
- Underwoods LandscapingMay 2005 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 6006367
- Firm CRD
- 169771