Kelly WrightCRD Number: 1830529
Current Firm: Armstrong, Fleming & Moore, Inc.
Kelly Wright (CRD# 1830529) is an Investment Advisor Representative working at Armstrong, Fleming & Moore, Inc. in Washington, DC and has over 28 years of experience in the finance industry. Kelly 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.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Armstrong, Fleming & Moore||Washington, DC||May 2010 - Current||7|
|Geier Financial||Marriottsville, MD||Jan 2008 - Apr 2010||2|
|Bb&t||Annapolis, MD||Jul 2005 - Dec 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1988|
Total Assets Under Management393MILLIONS
Total Number of Accounts246ACCOUNTS
Average Account Value$1,598,382
- 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
- Publication of periodicals or newsletters
CA, DC, FL, MA, MD, NC, NH, NY, SC, TX, VA