Charles Wright, financial advisor Alta Loma CA
93 score

Charles Wright

CRD Number: 1454969
Current Firm: Partnervest Advisory Services LLC

Charles Wright (CRD# 1454969) is an Investment Advisor Representative working at Partnervest Advisory Services LLC in Alta Loma, CA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Partnervest Advisory Services Inc. Santa Barbara, CA Sep 2006 - Current 10
Sorrento Pacific Financial, LLC Alta Loma, CA Jul 2009 - Oct 2015 6
Partnervest Securities Inc. Santa Barbara, CA Sep 2008 - Jul 2009 < 1
The Wright Benefits Alta Loma, CA Jan 2001 - Aug 2008 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2008
S65 NASAA Investment Advisors Law Examination Aug 2006
Contact Info for Charles L. Wright
Phone Number: 805-966-1266
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    514
    MILLIONS
  • Total Number of Accounts
    2,359
    ACCOUNTS
  • Average Account Value
    $217,761
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, ID, IL, MA, MD, MI, MN, MO, MT, NC, NJ, NV, NY, OH, OR, PA, TX, UT, VA, WA

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

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