William Wright, financial advisor Camp Hill PA

William Wright

CRD Number: 6535348
Current Firm: Asset Strategy Consultants LLC

William Wright (CRD# 6535348) is an Investment Advisor Representative working at Asset Strategy Consultants LLC in Camp Hill, PA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Asset Strategy Retirement Plan Consultants LLC Mechanicsburg, PA Jul 2015 - Current 8
Asset Strategy Consultants Hunt Valley, MD Jul 2015 - Current 8
Self Employed Camp Hill, PA Jan 2014 - Current 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2015
Contact Info for William I. Wright
Phone Number: 410-528-8282
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    6,862
    MILLIONS
  • Total Number of Accounts
    93
    ACCOUNTS
  • Average Account Value
    $73,784,012
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

DC, MD, PA, VA

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