Brian WrightCRD Number: 3019760
Current Firm: Tower Square Investment Management LLC
Brian Wright (CRD# 3019760) is an Investment Advisor Representative working at Tower Square Investment Management LLC in Scottsdale, AZ and has over 16 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Newman's Financial Planning
Woodbury Financial Services, Inc.
|Tower Square Investment Management LLC||El Segundo, CA||Jun 2015 - Current||2|
|First Allied Asset Management||San Diego, CA||Oct 2010 - Current||6|
|Cetera Investment Management LLC||Scottsdale, AZ||Jun 2015 - Jun 2015||< 1|
|Greenbook Investment Management||San Diego, CA||Mar 2005 - Oct 2010||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2001|
|S66||NASAA Uniform Combined State Law Examination||Apr 2002|
Total Assets Under Management4,397MILLIONS
Total Number of Accounts25,351ACCOUNTS
Average Account Value$173,433
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, DE, IL, LA, MA, TX
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