George Wright, financial advisor Williamsburg VA
93 score

George Wright

CRD Number: 5421462
Current Firm: Raymond James Financial Services Advisors, Inc.

George Wright (CRD# 5421462) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Williamsburg, VA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Legacy Financial Group, LLC Williamsburg, VA May 2012 - Current 4
Raymond James Financial Services, Inc. Williamsburg, VA Jun 2009 - Current 7
Raymond James Financial Services Advisors, Inc. Williamsburg, VA Jun 2009 - Current 7
Morgan Stanley Smith Barney Williamsburg, VA Jun 2009 - Jun 2009 < 1
Citigroup Global Markets Inc. Williamsburg, VA Sep 2007 - May 2009 1
Williamsburg Pottery Williamsburg, VA Jun 1993 - Aug 2007 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2007
Contact Info for George A. Wright
Phone Number: 727-567-5877
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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

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