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Yadira Oyuky Wright

Advisor at Charles Schwab — Alvord, TX

Updated today

Credentials

Series 66

Experience

7 years

Location

Alvord, TX

Charles Schwab logo

Charles Schwab

Institution

Total advisors

6,777

Across 756 offices

Clients per advisor

141 Very High

Avg AUM per client

$0 Very Low

HNW client ratio

0% Very Low

About

Yadira Wright is a financial advisor at Charles Schwab with six years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab since 2018, including a five-year tenure at Charles Schwab Bank, SSB. Prior to joining Schwab, she was employed at 1st National Bank Texas and Randolph-Brooks Federal Credit Union. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, delivering multi-asset model portfolios and access to alternative investments within an integrated operational structure.

Client services

Based on Charles Schwab

Financial planning Selection of other advisers
Wrap fee program sponsor and financial planning advisor referral program

Expertise

Based on Charles Schwab

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)

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Fee options

Percentage

$0 - $1,000,000: 0.80% annually More than $1,000,000 - $2,000,000: 0.75% annually More than $2,000,000 - $5,000,000: 0.70% annually More than $5,000,000 - $10,000,000: 0.50% annually More than $10,000,000 - $25,000,000: 0.30% annually More than $25,000,000+: 0.30% annually or less, as negotiated

Other

Account minimum: $500,000 Minimum fee: Quarterly minimum fee equal to the lesser of $1,000 or the quarterly fee from applying a 1.60% annual percentage rate to total billable assets. Fee-only: Yes - The Schwab Wealth Advisory program charges a wrap fee including advisory, brokerage, custody, and administrative fees; no separate commissions are charged on trades within the program.

Location

See office

Alvord, TX

Alvord TX

Advisors at this office

1

Most active in

Texas

Work history

7 years of industry experience

Charles Schwab Bank, SSB

2020 - 2025 • 5 years

Alvord, TX

Charles Schwab

2018 - Present • 8 years

Alvord, TX

Randolph-Brooks Federal Credit Union

2018 - 2018 • 1 year

Austin, TX

1st National Bank Texas

2011 - 2018 • 7 years

Killeen, TX

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John M

Series 63, Series 65

Alvord, TX

Lazarus Wealth Management LLC

John Mckenzie is a financial advisor with Lazarus Wealth Management LLC in Alvord, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Raymond James & Associates, Inc. for nine years and LPL Financial LLC for four years before founding Lazarus Wealth Management LLC in 2022. Lazarus Wealth Management LLC provides discretionary portfolio management and wrap-fee advisory services primarily to individual and high-net-worth clients. The firm’s investment approach combines fundamental, technical, and cyclical analysis, employing strategies from long-term investing to short-term trading across mutual funds, equities, ETFs, and fixed income, with accounts managed on a discretionary basis.

Options & derivatives strategies Active portfolio management
user avatar

Kenneth K

Series 63, Series 65

Bridgeport, TX

Lombard Advisers Incorporated

Kenneth Kirkeby is a financial advisor at Lombard Advisers Incorporated with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Thornhill Securities, Inc. and Private Client Services. Outside of his advisory work, he raises and trains horses and has authored articles related to hunting and fishing for outdoor magazines. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm offers a range of discretionary and non-discretionary programs and employs a combination of fundamental, technical, and cyclical analysis in portfolio construction, with many clients retaining final trading authority.

College savings (529s, UTMA, etc.)

Dallas B

Series 66

Decatur, TX

Edward Jones

Dallas Ballou is a financial advisor at Edward Jones in Decatur, TX, holding a Series 66 license. He began his tenure at Edward Jones in 2026 and has prior work experience with BKV Corporation and Devon Energy. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Taylor C

Series 66

Bridgeport, TX

Edward Jones

Taylor Cope is a Series 66–registered financial advisor with Edward Jones, based in Bridgeport, TX, and has three years of industry experience. Prior to joining Edward Jones in 2023, Cope worked at Cook McDonald & Company and Finley Resources. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors, and manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and 15,000 branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Samuel B

CFP®, ChFC®, Series 66

Decatur, TX

Edward Jones

Samuel Bowker is a financial advisor at Edward Jones in Decatur, TX, holding CFP®, ChFC®, and Series 66 credentials with four years of industry experience. Prior to joining Edward Jones in 2022, he held positions at Linscomb & Williams and Carter Advisory Services, and worked with Texas A&M University’s Center for Infrastructure Renewal. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of household types and corporate entities. The firm offers various advisory strategies and investment options, operating under a fiduciary standard and maintaining a large national network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Brady M

Series 63, Series 65

Decatur, TX

Primerica Advisors

Brady Mann is a financial advisor with Primerica Advisors in Decatur, TX, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has been with Primerica Advisors since 2005 and Primerica Financial Services since 2004. Outside of his advisory role, Mann is a partner in Mann Endeavors, LLC, a real estate investment business, and Mann Auto Group LLC, an automotive enterprise. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and a limited selection of separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on retail investors rather than institutional or pension plan management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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