Andrew Wright (CRD# 2609910) is an Investment Advisor Representative working at Wright Wealth Strategies, LLC in San Luis Obispo, CA and has over 28 years of experience in the finance industry.
CRD# 1633454
Lpl Financial LLC
CRD# 6342307
San Luis Wealth Advisors
CRD# 4781575
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wright Wealth Strategies, LLC | San Luis Obispo, CA | Jul 2019 - Current | 4 |
| Lpl Financial, LLC | San Luis Obispo, CA | Jun 2016 - Current | 7 |
| Nwm Advisors, LLC | San Luis Obispo, CA | Jun 2016 - Jul 2019 | 3 |
| Lpl Financial, Llc (formerly: Linsco/private Ledger Corp.) | San Luis Obispo, CA | Jul 1997 - Jun 2016 | 18 |
| Kevin M Nichols/lpl | San Luis Obispo, CA | Aug 1996 - Jun 2016 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1995 |
- CA
- LA
- TX
-
Total Assets Under Management107MILLIONS
-
Total Number of Accounts311ACCOUNTS
-
Average Account Value$343,730
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, LA, TX
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