Brian Wright, financial advisor Scottsdale AZ
93 score

Brian Wright

CRD 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 15 years of experience in the finance industry.

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Company Name Location Dates Years
Tower Square Investment Management LLC El Segundo, CA Jun 2015 - Current 1
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
Contact Info for Brian D. Wright
Phone Number: 866-489-3100
Firm Website: http://towersquare.com/
Registered State(s):
  • AZ
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    4,397
    MILLIONS
  • Total Number of Accounts
    25,351
    ACCOUNTS
  • Average Account Value
    $173,433
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

AZ, CA, CO, DE, IL, LA, MA, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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