Richard Wright (CRD# 2427015) is an Investment Advisor Representative working at Rl Wright & Associates, LLC in Savannah, GA and has over 27 years of experience in the finance industry.
CRD# 2410852
Bull Street Advisors
CRD# 5979110
Sound View Wealth Advisors Group, LLC
CRD# 1298497
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hubric Tax Retirement Planning Consultants, Inc. | Savannah, GA | Apr 2018 - Current | 6 |
| Coastal Tax Centers, LLC | Savannah, GA | Feb 2016 - Current | 8 |
| R.l. Wright & Associates, LLC | Savannah, GA | Apr 2014 - Current | 10 |
| Wright Advisory Group, Inc. | Savannah, GA | Apr 2001 - Current | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1997 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2012 |
- GA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
GA
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