Evan Wright, financial advisor Naperville IL
93 score

Evan Wright

CRD Number: 5536978
Current Firm: Calamos Advisors LLC

Evan Wright (CRD# 5536978) is an Investment Advisor Representative working at Calamos Advisors LLC in Naperville, IL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Calamos Financial Services LLC Naperville, IL Sep 2011 - Current 5
Calamos Advisors LLC Naperville, IL Sep 2001 - Current 15
Thrivent Investment Management Inc. Warrenville, IL Mar 2009 - Sep 2011 2
Thrivent Financial For Lutherans Appleton, WI Mar 2009 - Oct 2010 1
National Securities Corporation Chicago, IL Mar 2008 - Mar 2009 1
Career Education Corporation Hoffman Estates, IL Aug 2007 - Mar 2008 < 1
Kalamazoo College Kalamazoo, MI Aug 2003 - Jun 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2008
S65 NASAA Investment Advisors Law Examination Sep 2009
Contact Info for Evan M. Wright
Phone Number: 630.245.7200
Firm Website: http://www.calamos.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    21,795
    MILLIONS
  • Total Number of Accounts
    1,858
    ACCOUNTS
  • Average Account Value
    $11,730,565
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, RI, 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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