Carrie Wright, financial advisor Urbandale IA

Carrie Wright

CRD Number: 3170068
Current Firm: Cetera Investment Advisers LLC

Carrie Wright (CRD# 3170068) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Urbandale, IA and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Schaumburg, IL Aug 2023 - Current < 1
Cetera Advisor Networks LLC Urbandale, IA Aug 2023 - Current < 1
Polk County Election Office Des Moines, IA Jun 2022 - Current 1
Guide Financial Group Urbandale, IA Oct 2013 - Current 10
Securian Financial Services, Inc. St. Paul, MN Jan 2001 - Aug 2023 22
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2001
Contact Info for Carrie J. Wright
Phone Number: 888-528-2987
Registered State(s):
  • IA
  • TX
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
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, WY

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