Glen Wright, financial advisor Charlotte NC

Glen Wright

CRD Number: 4162790
Current Firm: Worth Advisors

Glen Wright (CRD# 4162790) is an Investment Advisor Representative working at Worth Advisors in Charlotte, NC and has over 22 years of experience in the finance industry. Glen Wright has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Summit Brokerage Services Inc. Charlotte, NC Sep 2010 - Current 11
Summit Financial Group Charlotte, NC Sep 2010 - Current 11
Worth Financial Advisory Group Brentwood, TN Jan 2002 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2000
S66 NASAA Uniform Combined State Law Examination Oct 2002
Contact Info for Glen E. Wright
Phone Number: 704-731-0121
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    145
    MILLIONS
  • Total Number of Accounts
    1,145
    ACCOUNTS
  • Average Account Value
    $126,806
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
  • Pension consulting services
  • Publication of periodicals or newsletters
Types of Clients
Registered States

DC, MI, NC, TN

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