Robert WrightCRD Number: 2995487
Current Firm: Wells Fargo Advisors, LLC
Robert Wright (CRD# 2995487) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Plymouth, PA and has over 19 years of experience in the finance industry.
Northeastern Financial Consultants, Inc.
Ameriprise Financial Services, Inc.
|Wells Fargo Advisors LLC||Plymouth, PA||May 2009 - Current||8|
|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 Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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