Kristen Wright, financial advisor Charlotte NC

Kristen Wright

CRD Number: 6424695
Current Firm: Advice And Planning Services

Kristen Wright (CRD# 6424695) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa-cref Individual & Institutional Services, LLC Charlotte, NC Nov 2014 - Current 9
Tiaa Charlotte, NC Nov 2014 - Current 9
Red Ventures Fort Mill, SC Aug 2014 - Nov 2014 < 1
Unemployed Unemployed, NC Apr 2014 - Aug 2014 < 1
Glenway Premium Pub Belmont, NC Feb 2013 - Apr 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2014
S66 NASAA Uniform Combined State Law Examination Feb 2017
Contact Info for Kristen A. Wright
Phone Number: 212-490-9000
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    30,907
    MILLIONS
  • Total Number of Accounts
    76,892
    ACCOUNTS
  • Average Account Value
    $401,951
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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