B. Riley Wealth Advisors
45yrs
Top advisor by experience in Nacogdoches
22yrs
Stephen Wright
Full name on record: Stephen Casey Wright
Financial advisor at Raymond James Financial Services Advisors
Based in Nacogdoches, Texas, Stephen Wright is a fiduciary financial advisor with 22 years of industry experience. Stephen has been with Raymond James Financial Services Advisors since 2017. Raymond James Financial Services Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 35 advisors with offices in Nacogdoches, and one of 33 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 71% of advisors in Texas
Office201 East Main Street, Nacogdoches, TX 75961
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$700,796
Advisors at the firm6,468
States licensed ?1 state
Services through Raymond James Financial Services Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2017 – nowRaymond James Financial Services Advisors, Inc.Current firm
Questions to ask Stephen
Tailored to Stephen’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Stephen
How do I contact Stephen?
Call Raymond James Financial Services Advisors at 727-567-3020 and ask for Stephen Wright. Stephen works from the Nacogdoches, TX office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 2004, about 22 years. More experience than 71% of advisors in Texas.
What licenses does Stephen hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen paid?
Raymond James Financial Services Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Stephen for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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