Charles Wright
CRD Number: 2946420Current 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.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
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 |
- TX
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Total Assets Under Management6,086MILLIONS
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Total Number of Accounts50,361ACCOUNTS
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Average Account Value$120,841
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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