Peter Wright (CRD# 4250736) is an Investment Advisor Representative working at Wright Benefit Advisors Inc. in Lake Bluff, IL and has over 23 years of experience in the finance industry.
CRD# 5252940
Cetera Investment Advisers LLC
CRD# 1257255
Raymond James Financial Services Advisors, Inc.
CRD# 2424715
Mesirow Financial Investment Management, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wright Benefit Advisors Inc. | Lake Bluff, IL | Aug 2017 - Current | 6 |
| Kingsbury Capital Investment Advisors, LLC | Evanston, IL | Oct 2014 - Current | 9 |
| Kingsbury Capital, LLC | Evanston, IL | Oct 2014 - Current | 9 |
| Edwin C Blitz Investments, Inc. | Northfield, IL | Aug 2002 - Current | 21 |
| Wright Benefit Strategies | Lake Forest, IL | Mar 2001 - Current | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2000 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2013 |
- IL
-
Total Assets Under Management39MILLIONS
-
Total Number of Accounts11ACCOUNTS
-
Average Account Value$3,553,719
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
IL
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