Clifford E. Wright

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CRD#: 1842545

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Clifford Edward Wright was a registered financial professional .

Clifford is a previously registered financial professional and started their career in finance in 1988. Clifford had worked at 8 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

01/2016 Independent life insurance agent; Miami, FL; Investment Related; Annuities

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

February 26, 2025 - March 5, 2025

ADVISOR SHARE WEALTH MANAGEMENT, LLC

RIA

CRD#: 307997

Sandy, UT

Past

December 14, 2022 - February 27, 2023

ROYAL FUND MANAGEMENT, LLC

RIA

CRD#: 144434

Sandy, UT

Past

July 28, 2020 - January 7, 2021

COPPELL ADVISORY SOLUTIONS LLC

RIA

CRD#: 156549

SANDY, UT

Past

July 30, 1999 - October 14, 1999

BARRON CHASE SECURITIES, INC.

CRD#: 18969

BOCA RATON, FL

Past

June 13, 1995 - August 29, 1997

AMERIVEST FINANCIAL GROUP, INC.

CRD#: 30930

WOODLAND HILLS, CA

Past

January 1, 1991 - May 29, 1992

INTEGRATED FINANCIAL PLANNING SERVICES

CRD#: 17935

HEIDELBERG,

Past

February 14, 1990 - July 20, 1990

NATIONSBANC SECURITIES OF GEORGIA, INC.

CRD#: 315

Past

August 25, 1988 - February 17, 1990

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ADVISOR SHARE WEALTH MANAGEMENT, LLC

ADVISOR SHARE WEALTH MANAGEMENT | PEACE OF MIND PLANNING LLC | ADVISOR SHARE WEALTH MANAGEMENT, LLC

CRD#: 307997 / SEC#: 801-127122

RIA

Registered Investment Advisory firm - (1/3/2023 Approved)

Michigan

Registered Investment Advisory firm - (1/19/2023 Terminated)

Nevada

Registered Investment Advisory firm - (2/13/2023 Terminated)

Oklahoma

Registered Investment Advisory firm - (5/22/2023 Cancelled)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/17/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/12/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/12/1995

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/30/1996

General Securities Principal Examination

Current Firm

ADVISOR SHARE WEALTH MANAGEMENT, LLC

ADVISOR SHARE WEALTH MANAGEMENT | PEACE OF MIND PLANNING LLC | ADVISOR SHARE WEALTH MANAGEMENT, LLC

CRD#: 307997 / SEC#: 801-127122

RIA

Registered Investment Advisory firm - (1/3/2023 Approved)

Michigan

Registered Investment Advisory firm - (1/19/2023 Terminated)

Nevada

Registered Investment Advisory firm - (2/13/2023 Terminated)

Oklahoma

Registered Investment Advisory firm - (5/22/2023 Cancelled)

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Contact information

Main Address

13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684

Mailing Address

Phone number

(866) 232-3251

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (30 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (POM) (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1,429
AUM (Assets Under Management)	$ 185,181,144

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Clifford E. Wright

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

ROYAL FUND MANAGEMENT, LLC

COPPELL ADVISORY SOLUTIONS LLC

BARRON CHASE SECURITIES, INC.

AMERIVEST FINANCIAL GROUP, INC.

INTEGRATED FINANCIAL PLANNING SERVICES

NATIONSBANC SECURITIES OF GEORGIA, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

ADVISOR SHARE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/17/2017

Series 63

Date: 6/12/1995

Series 7

Date: 6/12/1995

Series 24

Date: 4/30/1996

Current Firm

ADVISOR SHARE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (30 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ADVISOR SHARE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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