Anthony Wright, financial advisor Cookeville TN

Anthony Wright

CRD Number: 6290025
Current Firm: Retirement Specialty Group, Inc.

Anthony Wright (CRD# 6290025) is an Investment Advisor Representative working at Retirement Specialty Group, Inc. in Cookeville, TN and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Retirement Specialty Group, Inc. Cookeville, TN May 2021 - Current < 1
Optivise Advisory Services Franklin, TN Jan 2020 - Current 1
Retirement Specialty Group / Self Sparta, TN Jan 2013 - Current 8
Metcom Cookeville, TN Jan 2008 - Jan 2013 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2020
Contact Info for Anthony A. Wright
Phone Number: 931-738-4733
Registered State(s):
  • CA
  • TN
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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
Types of Clients
Registered States

CA, LA, TN, TX

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