Keith Wright, financial advisor Raleigh NC
93 score

Keith Wright

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Keith Wright
Phone Number: 888-446-5872
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    839
    MILLIONS
  • Total Number of Accounts
    5,071
    ACCOUNTS
  • Average Account Value
    $165,362
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
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, VI, 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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