Jeffrey Wright, financial advisor Montgomery AL
93 score

Jeffrey Wright

CRD Number: 5368305
Current Firm: Berthel Fisher & Company Financial Services, Inc.

Jeffrey Wright (CRD# 5368305) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Montgomery, AL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Berthel Fisher & Company Financial Services, Inc. Montgomery, AL Sep 2013 - Current 3
Equity Services Inc. Montpelier, VT Apr 2012 - Sep 2013 1
Capital Financial Services Montgomery, AL Apr 2011 - Sep 2013 2
National Financial Services Group Atlanta, GA Feb 2010 - Sep 2013 3
National Life Of Vermont Montpelier, VT Feb 2010 - Sep 2013 3
Ing Financial Partners, Inc. Raleigh, NC Jan 2011 - Dec 2011 < 1
Ing Financial Advisers, LLC Waverly, AL Dec 2009 - Dec 2011 2
Equity Services Inc. Montpelier, VT May 2009 - Nov 2009 < 1
Merrill Lynch Columbus, GA Jul 2007 - Feb 2009 1
Sterling Bank Montgomery, AL Jun 2004 - Jul 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2007
Contact Info for Jeffrey Wright
Phone Number: 319-447-5700
Firm Website: http://www.berthel.com
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    765
    MILLIONS
  • Total Number of Accounts
    5,670
    ACCOUNTS
  • Average Account Value
    $134,832
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)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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