Charles Wright, financial advisor Spring TX

Charles Wright

CRD Number: 2946420
Current Firm: United Planners' Financial Services Of America A Limited Partner

Charles Wright (CRD# 2946420) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Spring, TX and has over 26 years of experience in the finance industry.

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Nxt:gen Financial Planning
Company Name Location Dates Years
United Planners' Financial Services Of America Scottsdale, AZ Apr 2008 - Current 15
Trilogy Wealth Management Spring, TX Apr 2008 - Current 15
Charles Christopher Wright Spring, TX Apr 2008 - Current 15
Garlock Sealing Technologies Palmyra, NY Dec 2014 - Sep 2022 7
Garlock Sealing Technologies Palmyra, NY Dec 2014 - Sep 2022 7
Teldor Cable & Systems, Ltd Spring, TX Sep 2014 - Jan 2015 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1997
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Charles C. Wright
Phone Number: 480-991-0225
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    6,086
    MILLIONS
  • Total Number of Accounts
    50,361
    ACCOUNTS
  • Average Account Value
    $120,841
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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