Gregory J. Wright
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.
Gregory Jay Wright CFP, CFP®, who also goes by Greg Wright, Gregory J Wright, Gregory Jay Wright, was a registered financial professional .
Gregory is a previously registered financial professional and started their career in finance in 1990. Gregory had worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 9, Series 10 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 20, 2015 - February 5, 2016
LUCIA CAPITAL GROUP
July 20, 2015 - February 5, 2016
LUCIA SECURITIES, LLC
September 22, 2014 - June 4, 2015
LPL FINANCIAL LLC
September 22, 2014 - June 4, 2015
LPL FINANCIAL LLC
January 14, 2013 - July 16, 2014
THRIVENT INVESTMENT MANAGEMENT INC.
January 14, 2013 - July 16, 2014
THRIVENT INVESTMENT MANAGEMENT INC.
September 1, 2011 - June 22, 2012
MSI FINANCIAL SERVICES, INC.
September 29, 2010 - June 22, 2012
MSI FINANCIAL SERVICES, INC.
January 14, 2010 - September 27, 2010
SECURITIES AMERICA, INC.
July 28, 2009 - September 28, 2010
AMERIPRISE FINANCIAL SERVICES, LLC
November 14, 1997 - July 3, 2006
IDS LIFE INSURANCE COMPANY
November 14, 1997 - September 28, 2010
AMERIPRISE FINANCIAL SERVICES, LLC
February 26, 1996 - June 3, 1997
GREAT WESTERN FINANCIAL SECURITIES CORPORATION
April 24, 1990 - February 21, 1996
IDS LIFE INSURANCE COMPANY
April 24, 1990 - February 21, 1996
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
LUCIA CAPITAL GROUP
CRD#: 152396 / SEC#: 801-71073
Contact information
Red Flags
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