Gregory Jay Wright Cfp
CFP®Professional Summary
Gregory Jay Wright CFP, CFP®, who also goes by Greg Wright, Gregory J Wright, Gregory Jay Wright, was a registered financial advisor. Gregory was a previously registered financial professional and started their career in finance 1990 - 2016. 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Greg Wright, Gregory J Wright, Gregory Jay Wright
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
36 years in the financial services industry
Current & Past Employments
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Current Firm
LUCIA CAPITAL GROUP | WCAM PRIVATE CLIENT MANAGEMENT | RJL WEALTH MANAGEMENT, LLC | LUCIA WEALTH SERVICES, LLC | LUCIA WEALTH SERVICES
Contact Information
Main Address
13520 Evening Creek Drive, N. Suite 300, San Diego, CA 92128Documents
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 9 — General Securities Sales Supervisor - Options Module Examination
Passed Sep 2009About the Series 9 examSeries 10 — General Securities Sales Supervisor - General Module Examination
Passed Jul 2009About the Series 10 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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