Anthony Wright (CRD# 6290025) is an Investment Advisor Representative working at Retirement Specialty Group, Inc. in Cookeville, TN and has over 4 years of experience in the finance industry.
CRD# 4860131
Cetera Investment Advisers LLC
CRD# 5440893
Stifel, Nicolaus & Company, Incorporated
CRD# 849391
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Retirement Specialty Group, Inc. | Cookeville, TN | May 2021 - Current | 2 |
| Retirement Specialty Group / Self | Sparta, TN | Jan 2013 - Current | 11 |
| Optivise Advisory Services | Franklin, TN | Jan 2020 - Sep 2021 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2020 |
- TN
- TX
-
Total Assets Under Management27MILLIONS
-
Total Number of Accounts583ACCOUNTS
-
Average Account Value$45,967
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AZ, CA, FL, GA, IL, LA, MI, MO, NC, NY, OH, PA, TN, TX, VA, WI
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