Frederick Wright, financial advisor Kissimmee FL

Frederick Wright

CRD Number: 2680705
Current Firm: Nbc Securities, Inc.
Compensation Model: Fee Only
Frederick Wright (CRD# 2680705) is an Investment Advisor Representative working at Nbc Securities, Inc. in Kissimmee, FL and has over 20 years of experience in the finance industry.
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Certified Advisory Corp
Company Name Location Dates Years
Nbc Securities Inc. Kissimmee, FL Sep 2014 - Current 6
Self Employed Orlando, FL May 2014 - Sep 2014 < 1
Jw Korth Orlando, FL Dec 2012 - May 2014 1
Fifth Third Securities Orlando, FL May 2011 - Nov 2012 1
Invest Financial Corporation Orlando, FL Mar 2011 - Apr 2011 < 1
Fnb Brokerage Services, Inc. Stuart, FL Feb 2010 - Mar 2011 1
Pnc Investments Pittsburgh, PA Nov 2008 - Jan 2010 1
Fairwinds Credit Union Orlando, FL May 2005 - Nov 2008 3
Cuso Financial Services, LP San Diego, CA May 2005 - Nov 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1996
S65 NASAA Investment Advisors Law Examination Oct 2008
Contact Info for Frederick D. Wright
Phone Number: 800-521-9390
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,639
    MILLIONS
  • Total Number of Accounts
    5,647
    ACCOUNTS
  • Average Account Value
    $290,299
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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Data verified by both the advisor and the public regulatory data.

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