Keith WrightCRD Number: 3182841
Current Firm: Questar Asset Management, Inc.
Keith Wright (CRD# 3182841) is an Investment Advisor Representative working at Questar Asset Management, Inc. in Raleigh, NC and has over 17 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Oak City Consulting, LLC
|Questar Capital Corporation||Minneapolis, MN||Apr 2009 - Current||7|
|Questar Asset Management||Minneapolis, MN||Apr 2009 - Current||7|
|Wright Financial Services, LLC||Raleigh, NC||May 2006 - Mar 2009||2|
|Royal Alliance Associates, Inc.||Raleigh, NC||Feb 2006 - Dec 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1999|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management839MILLIONS
Total Number of Accounts5,071ACCOUNTS
Average Account Value$165,362
- 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
- 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, 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, VI, VT, WA, WI, WV