Paul Wright, financial advisor Alliance OH
93 score

Paul Wright

CRD Number: 1965974
Current Firm: Citizens Securities, Inc.

Paul Wright (CRD# 1965974) is an Investment Advisor Representative working at Citizens Securities, Inc. in Alliance, OH and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Cco Investment Services Corp Cleveland, OH Oct 2007 - Current 9
Unemployed Paris, OH Feb 2006 - Oct 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1993
S66 NASAA Uniform Combined State Law Examination Mar 2003
Contact Info for Paul S. Wright
Phone Number: 1-800-942-8300
Registered State(s):
  • IL
  • OH
  • NC
By the Numbers
  • Total Assets Under Management
    27,379
    MILLIONS
  • Total Number of Accounts
    19,253
    ACCOUNTS
  • Average Account Value
    $1,422,068
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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