Timothy WrightCRD Number: 1305458
Current Firm: Creative Financial Designs, Inc.
Timothy Wright (CRD# 1305458) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in London, OH and has over 14 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Pds Planning Inc.
Steele Investment Counsel, Ltd.
|Cfd Investments, Inc.||Kokomo, IN||Jul 2008 - Current||8|
|Creative Financial Designs||Kokomo, IN||Jul 2008 - Current||8|
|The Safe Money Company||Columbus, OH||Oct 2002 - Current||14|
|Amvest Securities, Inc.||Columbus, OH||May 2000 - Jul 2008||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2006|
|S65||NASAA Investment Advisors Law Examination||Oct 2002|
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
- Judgments / Liens
Total Assets Under Management800MILLIONS
Total Number of Accounts6,786ACCOUNTS
Average Account Value$117,869
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV