Peter Johnston Wright
Professional Summary
PETER JOHNSTON WRIGHT, who also goes by Peter Johnson Wright Jr, is a registered financial advisor currently at CONCURRENT INVESTMENT ADVISORS, LLC located in Pineville, Louisiana. PETER is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. PETER has worked at 7 firms and has passed the Series 66, Series 63, Series 55, Series 7, Series 9, Series 10, Series 4 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Biography
Peter joined LourdMurray in 2013 in the Louisiana office. He is a 22-year veteran of Wall Street, and was previously a senior vice president at Raymond James & Morgan Keegan from 2007–2013. He was a Chairman’s Club Member at Raymond James. He has a Bachelor of Science from Louisiana State University (1986). He is a native of Birmingham, Alabama and the father of four children.
Other Aliases
Peter Johnson Wright Jr
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Website
xxxxxxxxxx.xxx
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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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Years of Experience
36 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
1858 WEALTH MANAGEMENT | WINSTONE WEALTH PARTNERS | WINE COUNTRY WEALTH | WEALTHHYVE ADVISORS | WEALTH PARTNERS ALLIANCE | VENN WEALTH MANAGEMENT | VALENTA CAPITAL MANAGEMENT | TRANQUILITY WEALTH MANAGEMENT | TOTA VITA FINANCIAL ASSOCIATES | TIDWELL-PREMOCK-BASILONE PRIVATE WEALTH MANAGEMENT | THE WEALTH STEWARDS | THE NINE BRIDGE FINANCIAL PARTNERS | THE HAMILTON GROUP | TC WEALTH MANAGEMENT | TAVO WEALTH | TAILORMADE WEALTH COUNSEL | T7 LEGACY | STAMPER WEALTH & RETIREMENT GROUP | SPHINX ADVISORY GROUP | SPECTRUM WEALTH PARTNERS | SILVERARROW FINANCIAL | SHEPHERD CAPITAL MANAGEMENT | SAUER WEALTH MANAGEMENT | RIVERTREE WEALTH MANAGEMENT | QUADRI INVESTMENT MANAGEMENT | PRICE FINANCIAL MANAGEMENT | POTOMAC FINANCIAL GROUP | PATTERSON WEALTH MANAGEMENT | OLD TOWN ADVISORS | NEXT RETIREMENT SOLUTIONS | MONTESA WEALTH MANAGEMENT | MAVERICK WEALTH ADVISORS | MATT WIGREN & LAURA CHRISTOFFERSON | MARCHE WEALTH | LUMATURE WEALTH PARTNERS | LINDAMOOD FINANCIAL GROUP | LEVORCHICK WEALTH MANAGEMENT | LEGACY PRIVATE WEALTH PARTNERS | LEE WEALTH MANAGEMENT | LAURUS FINANCIAL GROUP | LAKEWOOD PRIVATE WEALTH | KRAUSE CAPITAL, INC. | KOPP WEALTH MANAGEMENT | KNIGHTSBRIDGE FINANCIAL | KEATON AND SAMS WEALTH MANAGEMENT | KAIZEN WEALTH STRATEGIES | INSIGHT PRIVATE WEALTH | IBIO CAPITAL | HUDSON WEALTH MANAGEMENT | HUDGENS WEALTH PARTNERS | HEARTLAND WEALTH MANAGEMENT | HEAD RETIREMENT & WEALTH STRATEGIES | HARRIMAN HALL WEALTH | HAMILTON INSTITUTIONAL CONSULTING WEALTH MANAGEMENT | GRH WEALTH MANAGEMENT | GREENWAY FINANCIAL | GREAT BASIN ASSET MANAGEMENT | GAME PLAN WEALTH STRATEGIES LLC | FIG GARDEN WEALTH MANAGEMENT | FEHRMAN INVESTMENT GROUP | FAMILY WEALTH SOLUTIONS | ENGLESTAD WEALTH ADVISORS | ELEVATE FAMILY PARTNERS | EAGLE CAPITAL | DAS WEALTH MANAGEMENT GROUP | DANIELSON TATE CAPITAL PARTNERS | CROWNMARK WEALTH ADVISORS | COX, KLUGH AND CO. | CORNERSTONE PRIVATE WEALTH PARTNERS | CORBETT ROAD WEALTH MANAGEMENT | CONCURRENT WEALTH ADVISORS | CONCURRENT RETIREMENT SOLUTIONS | CONCURRENT PRIVATE WEALTH | CONCURRENT INVESTMENT ADVISORS, LLC | CONCURRENT CORPORATE SOLUTIONS | CONCURRENT ADVISORS, LLC | CONCURRENT ADVISORS | COMPASS ASSET MANAGEMENT GROUP | COLUMBIA ASSOCIATES WEALTH MANAGEMENT GROUP | COLUMBIA ASSOCIATES | CILIBERTI & ASSOCIATES | CHIEF INVESTMENT OFFICE | CENTER STREET WEALTH MANAGEMENT | CARDINAL WEALTH MANAGEMENT | CANOPY ASSET MANAGEMENT | BROOKSHIRE WEALTH MANAGEMENT | BRICK HOUSE WEALTH STRATEGIES | BMR RETIREMENT GROUP, LLC | BLUEPRINT FINANCIAL GROUP | BLOOM FINANCIAL GROUP | BENNETT FINANCIAL PARTNERS | BENCHMARK FINANCIAL ADVISORS | BD8 CAPITAL PARTNERS | BARNETT FINANCIAL GROUP | AXXIOS PRIVATE WEALTH MANAGEMENT | AVENUES TO WEALTH FINANCIAL ADVISORS | ARKY MILLER FINANCIAL GROUP | ALLEGIANT WEALTH PARTNERS | ALIGNED WEALTH | ALDEN CAPITAL MANAGEMENT | ADELE FINANCIAL LLC | ADALAN PRIVATE WEALTH | ACUMEN CO | 44 MANAGEMENT | 3 POINT FINANCIAL
Contact Information
Main Address
100 S. Ashley Drive Suite 830, Tampa, FL 33602Phone Number
(813) 709-8800# of Employees
187SEC notice filing (51 States and Territories)
Registered to provide investment advisory services in 51 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
41,105AUM (Assets Under Management)
$15,727,990,844Similar Advisors
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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.
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Primary Firm SEC Registration
1858 WEALTH MANAGEMENT | WINSTONE WEALTH PARTNERS | WINE COUNTRY WEALTH | WEALTHHYVE ADVISORS | WEALTH PARTNERS ALLIANCE | VENN WEALTH MANAGEMENT | VALENTA CAPITAL MANAGEMENT | TRANQUILITY WEALTH MANAGEMENT | TOTA VITA FINANCIAL ASSOCIATES | TIDWELL-PREMOCK-BASILONE PRIVATE WEALTH MANAGEMENT | THE WEALTH STEWARDS | THE NINE BRIDGE FINANCIAL PARTNERS | THE HAMILTON GROUP | TC WEALTH MANAGEMENT | TAVO WEALTH | TAILORMADE WEALTH COUNSEL | T7 LEGACY | STAMPER WEALTH & RETIREMENT GROUP | SPHINX ADVISORY GROUP | SPECTRUM WEALTH PARTNERS | SILVERARROW FINANCIAL | SHEPHERD CAPITAL MANAGEMENT | SAUER WEALTH MANAGEMENT | RIVERTREE WEALTH MANAGEMENT | QUADRI INVESTMENT MANAGEMENT | PRICE FINANCIAL MANAGEMENT | POTOMAC FINANCIAL GROUP | PATTERSON WEALTH MANAGEMENT | OLD TOWN ADVISORS | NEXT RETIREMENT SOLUTIONS | MONTESA WEALTH MANAGEMENT | MAVERICK WEALTH ADVISORS | MATT WIGREN & LAURA CHRISTOFFERSON | MARCHE WEALTH | LUMATURE WEALTH PARTNERS | LINDAMOOD FINANCIAL GROUP | LEVORCHICK WEALTH MANAGEMENT | LEGACY PRIVATE WEALTH PARTNERS | LEE WEALTH MANAGEMENT | LAURUS FINANCIAL GROUP | LAKEWOOD PRIVATE WEALTH | KRAUSE CAPITAL, INC. | KOPP WEALTH MANAGEMENT | KNIGHTSBRIDGE FINANCIAL | KEATON AND SAMS WEALTH MANAGEMENT | KAIZEN WEALTH STRATEGIES | INSIGHT PRIVATE WEALTH | IBIO CAPITAL | HUDSON WEALTH MANAGEMENT | HUDGENS WEALTH PARTNERS | HEARTLAND WEALTH MANAGEMENT | HEAD RETIREMENT & WEALTH STRATEGIES | HARRIMAN HALL WEALTH | HAMILTON INSTITUTIONAL CONSULTING WEALTH MANAGEMENT | GRH WEALTH MANAGEMENT | GREENWAY FINANCIAL | GREAT BASIN ASSET MANAGEMENT | GAME PLAN WEALTH STRATEGIES LLC | FIG GARDEN WEALTH MANAGEMENT | FEHRMAN INVESTMENT GROUP | FAMILY WEALTH SOLUTIONS | ENGLESTAD WEALTH ADVISORS | ELEVATE FAMILY PARTNERS | EAGLE CAPITAL | DAS WEALTH MANAGEMENT GROUP | DANIELSON TATE CAPITAL PARTNERS | CROWNMARK WEALTH ADVISORS | COX, KLUGH AND CO. | CORNERSTONE PRIVATE WEALTH PARTNERS | CORBETT ROAD WEALTH MANAGEMENT | CONCURRENT WEALTH ADVISORS | CONCURRENT RETIREMENT SOLUTIONS | CONCURRENT PRIVATE WEALTH | CONCURRENT INVESTMENT ADVISORS, LLC | CONCURRENT CORPORATE SOLUTIONS | CONCURRENT ADVISORS, LLC | CONCURRENT ADVISORS | COMPASS ASSET MANAGEMENT GROUP | COLUMBIA ASSOCIATES WEALTH MANAGEMENT GROUP | COLUMBIA ASSOCIATES | CILIBERTI & ASSOCIATES | CHIEF INVESTMENT OFFICE | CENTER STREET WEALTH MANAGEMENT | CARDINAL WEALTH MANAGEMENT | CANOPY ASSET MANAGEMENT | BROOKSHIRE WEALTH MANAGEMENT | BRICK HOUSE WEALTH STRATEGIES | BMR RETIREMENT GROUP, LLC | BLUEPRINT FINANCIAL GROUP | BLOOM FINANCIAL GROUP | BENNETT FINANCIAL PARTNERS | BENCHMARK FINANCIAL ADVISORS | BD8 CAPITAL PARTNERS | BARNETT FINANCIAL GROUP | AXXIOS PRIVATE WEALTH MANAGEMENT | AVENUES TO WEALTH FINANCIAL ADVISORS | ARKY MILLER FINANCIAL GROUP | ALLEGIANT WEALTH PARTNERS | ALIGNED WEALTH | ALDEN CAPITAL MANAGEMENT | ADELE FINANCIAL LLC | ADALAN PRIVATE WEALTH | ACUMEN CO | 44 MANAGEMENT | 3 POINT FINANCIAL
State Registrations and Notice Filings
(3/6/2026)
(3/8/2026)
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Nov 1998Series 9 — General Securities Sales Supervisor - Options Module Examination
Passed May 2005About the Series 9 examSeries 10 — General Securities Sales Supervisor - General Module Examination
Passed May 2005About the Series 10 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view PETER JOHNSTON WRIGHT's CRS (Customer Relationship Summary).
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