Joseph Wright, financial advisor Tucson AZ

Joseph Wright

CRD Number: 1143642
Current Firm: Joseph Wright Investments

Joseph Wright (CRD# 1143642) is an Investment Advisor Representative working at Joseph Wright Investments in Tucson, AZ and has over 38 years of experience in the finance industry. Joseph Wright has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Joe Wright Investments Tucson, AZ Jan 2013 - Current 9
Insurance-non Variable Tucson, AZ Nov 2010 - Current 11
Insurance With Union Central Tucson, AZ Mar 2006 - Current 16
Independent Insurance Sales Tucson, AZ Mar 2004 - Current 18
Raymond James Financial Services Advisors, Inc. Tucson, AZ Jan 2009 - Mar 2013 4
Raymond James Financial Services, Inc. Tucson, AZ Mar 2001 - Mar 2013 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1983
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Joseph Wright
Phone Number: 520-861-2970
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    11
    MILLIONS
  • Total Number of Accounts
    143
    ACCOUNTS
  • Average Account Value
    $76,280
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, TX

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