William Wright, financial advisor Lake Forest CA
96 score

William Wright

CRD Number: 1266035
Current Firm: Voya Financial Advisors, Inc.

William Wright (CRD# 1266035) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Lake Forest, CA and has over 15 years of experience in the finance industry. William Wright has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Voya Financial Advisors Des Moines, IA Sep 2014 - Current 2
Financial Professionals Group, Inc. Irvine, CA May 1997 - Current 19
Transamerica Life Companies Irvine, CA Nov 1987 - Current 29
Transamerica Occidental Life Los Angeles, CA Nov 1987 - Current 29
Ing Financial Partners, Inc. Des Moines, IA Apr 2007 - Sep 2014 7
Jefferson Pilot Securities Corporation Lake Forest, CA Mar 1998 - Apr 2007 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2001
Contact Info for William T. Wright
Phone Number: 1-800-356-2906
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    9,298
    MILLIONS
  • Total Number of Accounts
    59,441
    ACCOUNTS
  • Average Account Value
    $156,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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