Robert WrightCRD Number: 2995487
Current Firm: Wells Fargo Clearing Services, LLC
Robert Wright (CRD# 2995487) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Plymouth, PA and has over 20 years of experience in the finance industry.
Northeastern Financial Consultants, Inc.
Ameriprise Financial Services, Inc.
|Wells Fargo Clearing Services, LLC||Plymouth, PA||Nov 2016 - Current||1|
|Wells Fargo Advisors LLC||Plymouth, PA||May 2009 - Nov 2016||7|
|Wachovia Securities, LLC||Reading, PA||Jun 2006 - May 2009||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1998|
|S65||NASAA Investment Advisors Law Examination||Sep 2002|
Total Assets Under Management409,716MILLIONS
Total Number of Accounts1,359,521ACCOUNTS
Average Account Value$301,368
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY