Charlis Wright, financial advisor Columbia SC

Charlis Wright

CRD Number: 6937186
Current Firm: Cuso Financial Services, LP

Charlis Wright (CRD# 6937186) is an Investment Advisor Representative working at Cuso Financial Services, LP in Columbia, SC and has over 3 years of experience in the finance industry.

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Davinci Financial Designs
Company Name Location Dates Years
Cuso Financial Services, LP San Diego, CA Jan 2023 - Current < 1
South Carolina Federal Credit Union Columbia, SC Jan 2023 - Current < 1
Edward Jones St Louis, MO Apr 2019 - Jan 2023 3
Woodmen Of The World Life Insurance Society Omaha, NE Oct 2016 - Mar 2019 2
Woodmen Financial Services, Inc. Omaha, NE Jul 2018 - Jan 2019 < 1
C K Wright Transportation LLC Columbia, SC Jul 2010 - Jan 2019 8
Time Warner/spectrum Columbia, SC Mar 2014 - Dec 2016 2
Recruiting Solutions Columbia, SC Nov 2012 - Mar 2013 < 1
Allstate Insurance Company Columbia, SC Jun 2012 - Mar 2013 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for Charlis F. Wright
Phone Number: 858-530-4400
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    4,385
    MILLIONS
  • Total Number of Accounts
    24,999
    ACCOUNTS
  • Average Account Value
    $175,389
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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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