Robert G. Wright
Professional summary
Robert Gene Wright, CFP®, who also goes by Bob Wright, Rob Wright, is a registered financial advisor currently at WRIGHT WEALTH MANAGEMENT, LLC located in Issaquah, Washington.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Robert has worked at 6 firms and has passed the Series 65, Series 63, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Gene Wright's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2019
Experience
June 27, 2012 - Present
WRIGHT WEALTH MANAGEMENT, LLC
March 31, 1999 - January 10, 2012
CHARLES SCHWAB & CO., INC.
February 24, 1999 - January 10, 2012
CHARLES SCHWAB & CO., INC.
September 4, 1998 - February 5, 1999
FIDELITY BROKERAGE SERVICES LLC
February 24, 1998 - August 25, 1998
CHARLES SCHWAB & CO., INC.
January 24, 1994 - November 20, 1997
WAMU INVESTMENTS, INC.
May 15, 1991 - November 15, 1993
WADDELL & REED
October 26, 1990 - November 23, 1990
THE STUART-JAMES COMPANY, INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/26/2021)
(6/27/2012)
Exams
Current Firm
WRIGHT WEALTH MANAGEMENT, LLC
CRD#: 162326 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 161 |
| AUM (Assets Under Management) | $ 39,197,206 |
Red Flags
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