Scott Wright, financial advisor Carmel IN
71 score

Scott Wright

CRD Number: 3188861
Current Firm: Signator Investors, Inc.

Scott Wright (CRD# 3188861) is an Investment Advisor Representative working at Signator Investors, Inc. in Carmel, IN and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Signator Investors, Inc. Carmel, IN May 2016 - Current < 1
Liberty Commercial Capital Inc. Carmel, IN Jan 2016 - Current < 1
Ashar Group, LLC Carmel, CA Jun 2015 - Current 1
Transamerica Financial Advisors, Inc. Carmel, IN Nov 1999 - Current 17
Liberty Financial Services, Inc. Westfield, IN Nov 1999 - Dec 2012 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Scott A. Wright
Phone Number: 800-543-6611
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    2,196
    MILLIONS
  • Total Number of Accounts
    25,384
    ACCOUNTS
  • Average Account Value
    $86,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VT, WA, WI, WV

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BADGES
71

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