Donald Wright (CRD# 5562960) is an Investment Advisor Representative working at Retirement Specialty Group, Inc. in Cookeville, TN and has over 15 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. | Sparta, TN | Feb 2021 - Current | 3 |
| Retirement Specialty Group | Sparta, TN | Oct 2014 - Current | 9 |
| Optivise Advisory Services | Franklin, TN | Oct 2019 - Jun 2021 | 1 |
| Silver Oak Securities, Inc. | Jackson, TN | Apr 2013 - Oct 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2008 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2019 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TN
- TX
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Total Assets Under Management27MILLIONS
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Total Number of Accounts583ACCOUNTS
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Average Account Value$45,967
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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