Isaac Wright (CRD# 7508479) is an Investment Advisor Representative working at The Wright Legacy Group, LLC in Elizabethtown, KY and has over 2 years of experience in the finance industry.
CRD# 4908779
J.p. Morgan Securities LLC
CRD# 5533580
Lpl Financial LLC
CRD# 4737382
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Wright Legacy Group LLC | Elizabethtown, KY | Feb 2022 - Current | 2 |
| Wright Wraps | Lexington, KY | Aug 2018 - Current | 5 |
| Kentucky Wraps | Nicholasville, KY | Aug 2017 - Aug 2018 | 1 |
| Upkeep | Lexington, KY | Sep 2016 - Jul 2017 | < 1 |
| Papa Johns | Lexington, KY | Apr 2016 - Sep 2016 | < 1 |
| Full Time Student | Lexington, KY | Sep 2008 - Sep 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2022 |
- KY
-
Total Assets Under Management46MILLIONS
-
Total Number of Accounts696ACCOUNTS
-
Average Account Value$66,420
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
FL, KS, KY, MO, OH, TX
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