Benjamin Wright, financial advisor Wilmington NC
96 score

Benjamin Wright

CRD Number: 4469965
Current Firm: Wells Fargo Advisors Financial Network, LLC

Benjamin Wright (CRD# 4469965) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Wilmington, NC and has over 14 years of experience in the finance industry. Benjamin 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
Wells Fargo Advisors Financial Network, LLC Wilmington, NC Apr 2013 - Current 3
Morgan Stanley Smith Barney Wilmington, NC Jun 2009 - Apr 2013 3
Morgan Stanley & Company, Incorporated Wilmington, NC Dec 2007 - Jun 2009 1
Citigroup Global Markets Inc. Wilmington, NC Sep 2003 - Dec 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2001
S65 NASAA Investment Advisors Law Examination Oct 2003
Contact Info for Benjamin P. Wright
Phone Number: 314-875-3000
Firm Website: http://www.wachovia.com
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    38,415
    MILLIONS
  • Total Number of Accounts
    131,465
    ACCOUNTS
  • Average Account Value
    $292,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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, 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
96
Clean Record
This advisor has a clean track record with regulators.

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