Andrew WrightCRD Number: 7077546
Current Firm: Prudential Financial Planning Services
Andrew Wright (CRD# 7077546) is an Investment Advisor Representative working at Prudential Financial Planning Services in Uniontown, OH and has over 2 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Huntington Financial Advisors
Sagepoint Financial, Inc.
|Prudential Insurance Company Of America||Uniontown, OH||May 2019 - Current||3|
|Pruco Securities, LLC||Uniontown, OH||Feb 2019 - Current||3|
|Cleveland Clinic||Uniontown, OH||Jun 2013 - Current||9|
|Crunch Fitness||Sarasota, FL||Jan 2012 - Jun 2013||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2020|
|S65||NASAA Investment Advisors Law Examination||Jun 2021|
Total Assets Under Management14,969MILLIONS
Total Number of Accounts92,200ACCOUNTS
Average Account Value$162,356
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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