Edward B. Wright
Professional summary
Edward Benedict Wright, who also goes by Ed Wright, is a registered financial advisor currently at INVESTORS FIRST ADVISORY SERVICES CORP. located in Guthrie Center, Iowa.
Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Edward has worked at 6 firms and has passed the Series 65, Series 63, Series 57TO, Series 79TO, Series 99TO, Series 52TO, SIE, Series 55, Series 3, Series 7, Series 53, Series 24 and Series 4 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Edward Benedict Wright's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 24, 2018 - Present
INVESTORS FIRST ADVISORY SERVICES CORP.
Office #1: Investors First Advisory Services Corp 1796 Hwy 25, Guthrie Center, IA 50115-8714October 20, 2018 - December 31, 2021
CAMBRIDGE INVESTMENT RESEARCH, INC.
December 3, 1999 - October 22, 2018
INVESTMENT ADVISORS CORP
January 27, 1992 - October 20, 2018
BROKER DEALER FINANCIAL SERVICES CORP.
January 3, 1991 - February 4, 1992
DOUGHERTY DAWKINS LLC
November 25, 1983 - December 31, 1990
ALLIED GROUP SECURITIES CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/24/2018)
Exams
Series 57TO
Date: 1/2/2023
Securities Trader ExamSeries 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationSeries 55
Date: 1/5/1999
Limited Representative-Equity Trader ExamCurrent Firm
INVESTORS FIRST ADVISORY SERVICES CORP.
CRD#: 299184 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 21 |
| AUM (Assets Under Management) | $ 15,409,410 |
Red Flags
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Company Information
INVESTORS FIRST ADVISORY SERVICES CORP.
CRD#: 299184Guthrie Center, IA 50115-8714TRUST BUT VERIFY
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