William Wright, financial advisor San Juan PR

William Wright

CRD Number: 4537584
Current Firm: Thomas Wright Asset Management, Inc.

William Wright (CRD# 4537584) is an Investment Advisor Representative working at Thomas Wright Asset Management, Inc. in San Juan, PR and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Thomas Wright Asset Management, Inc. Mt. Pleasant, SC Jun 2001 - Current 22
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2001
Contact Info for William S. Wright
Phone Number: 843-971-4265
Registered State(s):
  • PR
  • TX
By the Numbers
  • Total Assets Under Management
    231
    MILLIONS
  • Total Number of Accounts
    58
    ACCOUNTS
  • Average Account Value
    $3,980,613
Compensation Options
  • A percentage of assets under your management
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
Types of Clients
Registered States

PR, SC, TX

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