Stephen Casey Wright

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → Present
  Raymond James Financial Services, Inc.
  Nacogdoches, TX
• 05/2017 → Present
  Raymond James Financial Services Advisors Inc.
  Nacogdoches, TX
• 09/2023 → Present
  Erwin - Wright Wealth Management Group
  Nacogdoches, TX

Other Businesses

(1)Name of Business: Erwin - Wright Wealth Management Group Address: 201 E Main St, Nacogdoches, TX, 75961, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/15/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: partner

Exams

• S66 Uniform Combined State Law Examination
  2017-05-11
• S63 Uniform Securities Agent State Law Examination
  2004-04-23

Other Names

• Stephen Casey Luna
• Steve Casey Wright